Unclaimed
Jarrod Giroue is a financial professional with over 4 years of experience in the financial services industry. He holds the Series 7, 66, 86, and 87 securities licenses, and the SIE exam. Jarrod is currently registered with Stephens, a firm that provides financial planning, portfolio management, and investment advisory services. Prior to joining Stephens, Jarrod was employed by Stifel, Nicolaus & Company, Incorporated. His areas of expertise include individual portfolio management and financial planning for both individuals and businesses. Jarrod's client base includes individuals, businesses, insurance companies, and pension plans.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
01/02/2024 - Present
Stephens (Highlands Ranch CO)
CO
09/16/2019 - 11/22/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 12/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/15/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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