Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolene? Claim Your ProfileJolene Sandberg is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Jolene has over 6 years of experience in the financial services industry. Her expertise includes securities and investment advisory services. Jolene holds licenses Series 63, 66, and 7, as well as the SIE. Jolene is currently registered in California and Oregon. Previously, Jolene was affiliated with UBS Financial Services Inc. in Portland, Oregon.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
03/19/2024 - Present
Northwestern Mutual Investment Services, LLC (WOODLAND HLS CA)
OR
02/06/2017 - 09/22/2023
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
BOTH
Issued 09/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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