Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolene? Claim Your ProfileJolene Gay Albrecht is a financial advisor with UBS Financial Services Inc. based in IRVINE, CA. Jolene has been in the financial services industry since 1997 and has a strong track record of success in helping clients achieve their financial goals. Jolene is dedicated to providing personalized financial advice and guidance to her clients. She has a deep understanding of the financial markets and a commitment to helping her clients make informed decisions. Jolene holds the Series 7 and Series 63 licenses and the SIE exam, and she is registered to offer financial services in multiple states across the country. Prior to joining UBS, Jolene has worked at Wells Fargo Advisors, LLC, Euro Pacific Capital, Inc, Umpqua Investments, Inc. and Wells Fargo Investments, LLC, Citigroup Global Markets Inc., U.S. Bancorp Piper Jaffray Inc. and E*Offering, and Cruttenden Roth Incorporated.
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.
See schedule d - miscellaneous
1
2
CA
06/12/2014 - Present
UBS Financial Services Inc. (IRVINE CA)
CA
12/20/2012 - 05/30/2014
WELLS FARGO ADVISORS, LLC (NEWPORT BEACH CA)
CA
11/15/2012 - 12/20/2012
EURO PACIFIC CAPITAL, INC. (NEWPORT BEACH CA)
OR
04/20/2009 - 07/16/2012
UMPQUA INVESTMENTS, INC. (PORTLAND OR)
OR
09/19/2006 - 04/23/2009
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
OR
01/26/2004 - 09/22/2006
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
NY
11/20/2001 - 10/15/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MN
09/25/2000 - 11/13/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
CA
09/20/1997 - 10/16/2000
E*OFFERING (SAN FRANCISCO CA)
CA
10/08/1996 - 04/04/1997
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
BC
Issued 10/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/7/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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