Unclaimed
Jarold Grobner Stokes is a financial advisor at LPL Financial LLC, with over 25 years of experience in the industry. Jarold is registered with FINRA as a registered representative and licensed as an investment advisor representative in California and Texas. Jarold provides a variety of services including financial planning, portfolio management for individuals and businesses, and educational seminars. Jarold has a strong track record of success and is committed to providing clients with the highest level of 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.
Consulting and other non-discretionary advisory services
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.
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2
CA
06/13/2016 - Present
LPL Financial LLC (OROVILLE CA)
CA
08/20/1998 - 08/18/2014
EDWARD JONES (OROVILLE CA)
BOTH
Issued 04/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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