Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodelle? Claim Your ProfileJodelle Wessel is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 24 years of experience in the financial services industry. Jodelle is registered with FINRA and holds a Series 7, Series 9, Series 10, and Series 63 license. Jodelle has a proven track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Jodelle has a specializations in helping clients with their investments, retirement planning, insurance and estate planning.
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.
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2
MN
10/16/2009 - Present
Stifel, Nicolaus & Company, Inc. (MANKATO MN)
MN
08/12/2006 - 10/16/2009
UBS FINANCIAL SERVICES INC. (MANKATO MN)
MN
12/22/1999 - 08/12/2006
PIPER JAFFRAY & CO. (MANKATO MN)
MN
12/05/2000 - 05/10/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/08/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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