Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Lynn Bingel is a registered representative with Wells Fargo Clearing Services, LLC. April has been in the industry since September 1998 and has a broad range of experience in providing investment advice to individuals and businesses. April is licensed in multiple states and holds several industry certifications including Series 7, 63, 65, 66, 9, 10 and 31. April has worked for several firms over the years including UBS Financial Services Inc. and ING Financial Advisors, LLC. April is a dedicated financial professional with a passion for helping clients achieve their financial goals.
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
NY
07/21/2023 - Present
Wells Fargo Clearing Services, LLC (PLATTSBURGH NY)
NY
02/05/2008 - 09/02/2009
UBS FINANCIAL SERVICES INC. (PLATTSBURGH NY)
NY
10/24/2007 - 01/17/2008
ING FINANCIAL ADVISERS, LLC (PLATTSBURGH NY)
NY
05/26/1998 - 07/13/2007
UBS FINANCIAL SERVICES INC. (PLATTSBURGH NY)
BOTH
Issued 12/01/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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