Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jandra? Claim Your ProfileJandra Lubovich is a financial professional with over 12 years of experience in the industry. Jandra is currently a registered representative of Stifel, Nicolaus & Company, Inc. Jandra has held previous roles at STERNE, AGEE & LEACH, INC. and Oppenheimer & Co. Inc.. Jandra is licensed to provide financial services in 28 states and holds the Series 7, Series 50, Series 52TO, Series 53, Series 63, and Series 79 securities licenses.
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
MN
05/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (GOLDEN VALLEY MN)
MN
01/21/2014 - 05/04/2015
STERNE, AGEE & LEACH, INC. (MINNEAPOLIS MN)
MN
09/15/2011 - 01/14/2014
OPPENHEIMER & CO. INC. (MINNEAPOLIS MN)
BC
Issued 03/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/07/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/14/2011
Series 7 - General Securities 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
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