Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolene? Claim Your ProfileJolene Rizk is a financial advisor currently registered with Principal Securities, Inc.. Jolene has been in the financial industry since August 6, 2009. Prior to joining Principal Securities, Inc., Jolene was a financial advisor at Wells Fargo Clearing Services, LLC. Jolene is licensed to provide financial advice in Minnesota.
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
1
2
IA
11/05/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
MN
07/18/2017 - 06/25/2021
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
01/04/2016 - 07/07/2017
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
12/06/2010 - 01/21/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
03/26/2008 - 06/22/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
01/31/2008 - 03/28/2008
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IA
Issued 12/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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