Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dierdre? Claim Your ProfileDierdre Llewellyn is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Dierdre has been in the industry since February 1998 and is currently registered in Indiana, Florida, Illinois, Kentucky, and Texas. She is also registered as an Investment Advisor Representative in Indiana. Dierdre's previous employers include VALMARK SECURITIES, INC., CAP PRO BROKERAGE SERVICES, INC., AMERICAN GENERAL SECURITIES INCORPORATED, and FRANKLIN FINANCIAL SERVICES CORPORATION. Dierdre is a Certified Financial Planner and specializes in providing financial planning and investment advice to individuals and families, businesses, and charitable organizations.
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
IN
04/14/2022 - Present
Wells Fargo Advisors Financial Network, LLC (TERRE HAUTE IN)
IN
08/04/2005 - 04/18/2022
VALMARK SECURITIES, INC. (TERRE HAUTE IN)
OH
07/22/2004 - 08/03/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
AZ
10/01/2002 - 07/15/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
02/04/1998 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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