Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilene? Claim Your ProfileIlene Kernozek is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm that manages over $149 billion in assets. Ilene has been a registered financial advisor for over 30 years and is licensed in over 20 states. She has a strong background in financial planning, portfolio management, and pension consulting. Ilene is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
09/20/2019 - Present
Stifel, Nicolaus & Company, Inc. (LA CROSSE WI)
MN
11/11/1993 - 10/16/1996
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NA
11/16/1992 - 10/27/1993
INDEPENDENT FINANCIAL SECURITIES, INC.
BOTH
Issued 09/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ilene Kernozek is the right advisor for you? Invested Better is here to help.
