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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Artono? Claim Your ProfileArtono Budhiman is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Artono has been in the financial services industry for over 15 years. Artono has a wide range of experience and holds the Series 7, Series 66 and SIE licenses. Artono has been registered with Wells Fargo Clearing Services, LLC since 2012 and has previously worked for Chase Investment Services Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Artono has experience working with individuals, corporations, charitable organizations and pension plans. Artono is currently registered in Arizona, California, Maine, Oregon, Texas and Washington.
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
CA
02/20/2020 - Present
Wells Fargo Clearing Services, LLC (MONTROSE CA)
CA
08/13/2009 - 08/01/2012
CHASE INVESTMENT SERVICES CORP. (TUJUNGA CA)
CA
10/29/2007 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
BOTH
Issued 11/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2007
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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