Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you L. rand? Claim Your ProfileL. rand Jolley is a financial advisor who has been in the industry since 1984. Currently, L. rand Jolley is registered with Wells Fargo Advisors Financial Network, LLC. L. rand Jolley is a registered representative and investment advisor representative in the state of Utah and Texas. Prior to joining Wells Fargo Advisors, L. rand Jolley worked for Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
07/26/2022 - Present
Wells Fargo Advisors Financial Network, LLC (COTTONWOOD HEIGHTS UT)
UT
01/01/2008 - 07/22/2022
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
09/29/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SALT LAKE CITY UT)
NY
07/31/1993 - 10/14/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
07/27/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/31/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 42 - Registered Options Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1984
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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