Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joni? Claim Your ProfileJoni Meilahn is an active investment advisor representative with U.S. Bancorp Investments, Inc. Joni has been in the financial industry since 1981 and has extensive experience in the industry. Joni's previous experience includes working with VALIC Financial Advisors, Inc., Citigroup Global Markets Inc., Stifel, Nicolaus & Company, Incorporated, Miller Johnson Steichen Kinnard, Inc., and John G. Kinnard and Company, Incorporated. Joni holds the Series 5, Series 7, Series 24, Series 51, and Series 63 securities licenses as well as the Series 65 investment advisor license. Joni specializes in portfolio management for individuals and businesses.
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
11/21/2013 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
MN
06/08/2009 - 10/20/2010
VALIC FINANCIAL ADVISORS, INC. (EDINA MN)
NY
08/05/2008 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MN
12/07/2006 - 07/06/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MINNEAPOLIS MN)
MN
01/01/2001 - 12/07/2006
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
02/23/1981 - 01/01/2001
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
IA
Issued 04/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/02/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1981
Series 5 - Interest Rate Options Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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