Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolene? Claim Your ProfileJolene Jackelen is a financial advisor with U.S. Bancorp Investments, Inc. Jolene has been in the financial industry since 1998. Jolene holds Series 6, SIE, and Series 63 licenses. Jolene is registered in Minnesota. Previously, Jolene worked at Woodbury Financial Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
12/16/2011 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MN
01/07/1998 - 12/14/2011
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)
BC
Issued 02/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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