Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobbi? Claim Your ProfileBobbi Lea Closser is a financial professional with over 5 years of experience in the industry. Bobbi Lea Closser is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with the same firm. Bobbi Lea Closser has a strong understanding of the financial markets and has a proven track record of success in helping clients achieve their financial goals. Bobbi Lea Closser is dedicated to providing personalized financial advice and guidance to help clients make informed decisions about their investments. Bobbi Lea Closser holds the Series 7, Series 7TO, and SIE licenses.
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
MO
12/22/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
07/08/2019 - 12/16/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
10/10/2017 - 01/11/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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