Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie Dutton is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Connie has been in the financial industry since 1985 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Connie holds several industry licenses and designations including Series 7, Series 24, Series 63, and Series 65. Connie has a strong understanding of the financial markets and can help clients develop a personalized financial plan that meets their individual needs.
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
KS
03/05/2010 - Present
Wells Fargo Advisors Financial Network, LLC (WICHITA KS)
KS
01/01/2008 - 03/08/2010
WELLS FARGO ADVISORS, LLC (WICHITA KS)
KS
05/19/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WICHITA KS)
NJ
02/23/1988 - 06/15/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
04/24/1985 - 02/10/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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