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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolene? Claim Your ProfileJolene Knapp is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 30 years of experience in the industry. Jolene has a strong background in financial planning, portfolio management, and investment consulting services. Jolene has held various positions at WELLS FARGO CLEARING SERVICES, LLC, UBS FINANCIAL SERVICES INC., and PIPER JAFFRAY INC. Jolene is registered as a broker-dealer in 32 states and as an investment advisor in 3 states. She has obtained the Series 3, 4, 7, 31, 63, and 65 licenses and the SIE designation.
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.
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2
MN
01/08/2021 - Present
Wells Fargo Advisors Financial Network, LLC (WAYZATA MN)
MN
06/10/2004 - 01/08/2021
WELLS FARGO CLEARING SERVICES, LLC (MINNETONKA MN)
NJ
09/12/1996 - 07/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
10/22/1986 - 10/03/1994
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 10/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1986
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/1992
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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