Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Vardan has been in the financial services industry for over 15 years. Anne is currently a registered representative with Valmark Securities, Inc. in Wayzata, Minnesota. Anne has held previous positions with Park Avenue Securities LLC, Wells Fargo Clearing Services, LLC, Ameriprise Financial Services, Inc., American Enterprise Investment Services Inc., Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Anne has a Series 63, Series 65, Series 7, Series 9, Series 10, and Series 24.
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.
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.
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2
MN
04/17/2024 - Present
Valmark Securities, Inc. (WAYZATA MN)
MN
03/01/2024 - 04/10/2024
PARK AVENUE SECURITIES LLC (MINNETONKA MN)
MN
04/06/2020 - 10/20/2022
WELLS FARGO CLEARING SERVICES, LLC (WAYZATA MN)
MN
01/15/2015 - 09/18/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
07/25/2011 - 01/15/2015
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
01/03/2011 - 07/11/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
02/02/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
01/26/2007 - 04/21/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 03/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 03/16/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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