Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ruzicka-goeke is a financial advisor working at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Jennifer has been in the industry since 2016 and holds various licenses including Series 7, 9, 10, 24, and 66. Jennifer specializes in providing financial planning, portfolio management, and investment consulting services to both individual and institutional clients.
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.
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.
Investment consulting services to institutional clients
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
09/08/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
02/07/2018 - 03/29/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
06/26/2015 - 01/25/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 02/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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