Unclaimed
Claudette Chandler is a financial advisor with over 40 years of experience in the industry. Claudette is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since June 2021. Previously, Claudette worked with Wells Fargo Clearing Services, LLC from January 2008 to June 2021, and A. G. Edwards & Sons, Inc. from May 2005 to January 2008. Claudette specializes in providing financial advice to individuals, businesses, and institutions. Claudette holds the Series 3, 4, 7, 8, 9, 10, 24, 63, and 66 licenses and the SIE designation. Claudette is a member of FINRA and is registered with the state of Texas.
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
TX
07/26/2021 - Present
Wells Fargo Advisors Financial Network, LLC (TYLER TX)
TX
01/01/2008 - 06/17/2021
WELLS FARGO CLEARING SERVICES, LLC (NACOGDOCHES TX)
TX
05/20/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NACOGDOCHES TX)
TX
11/25/2003 - 05/12/2005
SWS FINANCIAL SERVICES (DALLAS TX)
TX
09/03/2003 - 11/25/2003
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
08/20/1981 - 08/20/2003
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BOTH
Issued 06/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/17/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/06/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Claudette Chandler is the right advisor for you? Invested Better is here to help.