Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolene? Claim Your ProfileJolene Marie Davis is an investment advisor representative with Principal Securities, Inc. Jolene has been in the financial industry since February 2021. Jolene is registered with FINRA and has passed the Series 6TO and SIE exams. Jolene is located in Des Moines, IA and can be reached at 711 HIGH ST. Jolene specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
03/01/2021 - Present
Principal Securities, Inc. (DES MOINES IA)
BC
Issued 03/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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