![Jeffrey Riegle, financial advisor Woodbury MN](/img/ws/profile-blank-sq.png)
Jeffrey Riegle (CRD# 6461243) is an Investment Advisor Representative working at Principal Securities, Inc. in Woodbury, MN and has over 8 years of experience in the finance industry.
![Bassem Abou-Zeid, financial advisor Woodbury MN](/img/ws/profile-blank-sq.png)
CRD# 4898817
Raymond James & Associates, Inc.
![Suzanne Abrams, financial advisor Woodbury MN](/img/ws/profile-blank-sq.png)
CRD# 5002363
Lundeen Abrams Advisors, LLC
![Jamal Abu-Shamala, financial advisor Woodbury MN](/img/ws/profile-blank-sq.png)
CRD# 6559296
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Principal Securities Inc. | Woodbury, MN | Jun 2022 - Current | 1 |
Green Guardian Wealth Management | Woodbury, MN | Jun 2022 - Current | 1 |
Lpl Financial LLC | Roseville, MN | Jul 2021 - Jun 2022 | < 1 |
Waddell & Reed Inc. | Overland Park, KS | Jun 2015 - Jul 2021 | 6 |
Energy System Group | Newburgh, IN | Jan 2014 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
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