Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janelle? Claim Your ProfileJanelle Galbierz is a financial advisor with over 25 years of experience in the industry. She currently works at Stifel, Nicolaus & Company, Inc., a firm with a strong reputation in the financial services industry. Janelle holds several industry licenses, including Series 7, 9, 10, 24, 63 and 66. Janelle has experience working with a variety of clients, including individuals, businesses, high-net-worth individuals, charitable organizations, and pension plans. She specializes in investment planning and portfolio management. In addition to her work at Stifel, Janelle is also a president, secretary, and treasurer for JagMag Investment Properties Inc. She is a dedicated financial advisor with a commitment to providing her clients with exceptional service.
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
MO
01/06/2009 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
01/01/2008 - 01/09/2009
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
02/27/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/18/2002 - 01/22/2004
GENERAL AMERICAN DISTRIBUTORS, INC. (NEW YORK CITY NY)
CA
02/02/1997 - 07/18/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
08/29/1995 - 01/30/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MO
06/07/1994 - 03/01/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 10/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/1997
Series 4 - Registered Options Principal Examination
BC
Issued 04/10/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1994
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
Not sure Janelle Galbierz is the right advisor for you? Invested Better is here to help.
