Unclaimed
Jolene Ignarski has been an active financial advisor for over 38 years. Currently, Jolene is registered with Fidelity Personal AND Workplace Advisors and has been with the firm since July 2018. Previously, Jolene worked at CHARLES SCHWAB & CO., INC. from June 1983 until December 2001. Jolene is licensed to provide investment advice in Arizona, California, Colorado, Massachusetts, Nevada, New Mexico, Texas, and Utah.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SCOTTSDALE AZ)
TX
06/24/1983 - 12/17/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 10/10/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/03/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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