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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Yantes is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Ann has been in the industry since August 20, 2002 and has experience with both Wells Fargo Clearing Services, LLC and U.S. Bancorp Investments, Inc. Ann holds several licenses including Series 31, Series 7 and SIE exams, as well as the Uniform Combined State Law Examination (Series 66). Ann is licensed to provide investment advice in a number of states, including Minnesota, Arizona, California, Colorado, District of Columbia, Florida, Montana, New Mexico, New York, Oregon, Pennsylvania, Texas and Wisconsin.
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
MN
06/21/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CORCORAN MN)
MN
08/28/2017 - 06/21/2024
WELLS FARGO CLEARING SERVICES, LLC (WAYZATA MN)
MN
07/29/2004 - 08/18/2017
U.S. BANCORP INVESTMENTS, INC. (EDINA MN)
NY
07/03/2002 - 06/18/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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