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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolanta? Claim Your ProfileJolanta Godwod is an investment advisor representative with Packerland Brokerage Services, Inc. Jolanta has been in the industry since December 7, 1985. Jolanta is registered in 18 states and is a registered principal with FINRA. Jolanta has a Series 63, Series 65, Series 7, and Series 8 license. Jolanta provides financial planning, portfolio management for individuals, pension consulting, educational seminars, and selection of other advisors. Jolanta has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
04/27/2018 - Present
Packerland Brokerage Services, Inc. (Green Bay WI)
WI
04/07/2006 - 04/19/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GREEN BAY WI)
MO
09/28/1993 - 04/12/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
10/14/1988 - 09/16/1993
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
11/20/1985 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
IA
Issued 09/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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