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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jodlowski is a financial advisor with Wells Fargo Clearing Services, LLC, a company with over 10 billion - $50 billion in assets under management. Steven Jodlowski is a registered representative with FINRA, and is also licensed to provide investment advisory services in Missouri. Steven has been working in the financial services industry since May 2014. In addition to his work with Wells Fargo Clearing Services, LLC, Steven Jodlowski has also worked for several other financial institutions, including Scotrade, Inc., Securian Financial Services, Inc., and Wells Fargo Advisors Financial Network, LLC. Steven is a graduate of the University of Missouri-St. Louis. Steven's specializations include fixed income, mutual funds, options, equities, and variable annuities.
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.
1
2
MO
03/03/2017 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
03/10/2017 - 04/04/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
06/11/2015 - 02/27/2017
SCOTTRADE, INC. (CLAYTON MO)
MO
04/15/2014 - 05/27/2015
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 07/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/17/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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