Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desiree? Claim Your ProfileDesiree Wodicker is an Investment Advisor Representative with LPL Financial LLC. Desiree is based in San Ramon, CA and has been working in the financial services industry since 2013. Previously, Desiree worked for Morgan Stanley, Ameriprise Financial Services, Inc., and Wells Fargo Advisors, LLC. Desiree has Series 7, Series 66, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
06/24/2024 - Present
LPL Financial LLC (SAN RAMON CA)
CA
06/12/2019 - 06/25/2024
MORGAN STANLEY (Walnut Creek CA)
CA
06/13/2016 - 06/11/2019
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
CA
10/10/2013 - 07/20/2015
WELLS FARGO ADVISORS, LLC (WALNUT CREEK CA)
MO
06/12/2013 - 09/04/2013
WELLS FARGO ADVISORS, LLC (ST LOUIS MO)
BOTH
Issued 10/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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