Unclaimed
Gene Becker has been in the financial services industry since May 1979. Gene is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since March 2018. Gene has been a financial professional for over 40 years, and has held previous roles at Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, and E. D. & F. Man International Inc. Gene has experience in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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
IL
03/16/2018 - Present
Wells Fargo Advisors Financial Network, LLC (MOKENA IL)
IL
07/01/2003 - 03/16/2018
WELLS FARGO CLEARING SERVICES, LLC (ORLAND PARK IL)
NY
06/11/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/01/1978 - 01/08/1996
E. D. & F. MAN INTERNATIONAL INC. (NEW YORK NY)
IA
Issued 07/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Gene Becker is the right advisor for you? Invested Better is here to help.