Unclaimed
James Ryan Fiebelkorn is a financial advisor with Edward Jones, a well-established financial services firm with a national presence. James is a seasoned professional with a broad base of experience in the financial industry. He holds a General Securities Principal Examination license (Series 24) and Series 7 and Series 99TO licenses. James' previous experience includes roles at Charles Schwab & Co., Inc. and Ameriprise Financial Services, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
12/15/2023 - Present
Edward Jones (ST LOUIS MO)
MN
11/25/2020 - 12/15/2023
CHARLES SCHWAB & CO., INC. (Edina MN)
MN
12/02/2014 - 10/07/2020
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
12/02/2014 - 10/07/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
12/02/2014 - 10/07/2020
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
NJ
12/21/2007 - 11/04/2014
PERSHING LLC (JERSEY CITY NJ)
BC
Issued 07/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/26/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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