Unclaimed
Josie Reekers is a registered representative with Principal Securities, Inc. Josie has been in the securities industry for over six years. Josie is licensed to sell securities in Iowa, Minnesota, and South Dakota. Josie is also a registered investment advisor representative in South Dakota. Josie has a Series 7, Series 6, and Series 66 securities license. Josie specializes in providing financial planning services to individuals, families, and businesses. Josie is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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
SD
01/05/2022 - Present
Principal Securities, Inc. (SIOUX FALLS SD)
SD
01/22/2016 - 12/31/2016
PRINCIPAL SECURITIES, INC. (SIOUX FALLS SD)
BOTH
Issued 11/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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