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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Theresa Wangard is a financial advisor with over 25 years of experience. Jean currently works at RBC Capital Markets, LLC. Jean has a background in financial services, having previously worked at Wells Fargo Advisors Financial Network, LLC and Wachovia Securities, LLC. Jean is a Series 7, Series 63, and SIE licensed professional. Jean specializes in working with high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing 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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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WI
09/18/2024 - Present
RBC Capital Markets, LLC (OCONOMOWOC WI)
WI
08/22/2006 - 04/03/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DELAFIELD WI)
WI
02/06/2003 - 08/22/2006
WACHOVIA SECURITIES, LLC (WAUKESHA WI)
MO
05/11/1998 - 07/20/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
TX
11/22/1995 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
MN
06/16/1994 - 08/16/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/16/1994 - 08/16/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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