Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ibun? Claim Your ProfileIbun Ando is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Ibun has been in the financial industry since November 2012. Ibun holds several licenses and certifications, including Series 6, Series 7, Series 63, and Series 65. Ibun is registered in Alaska, Arizona, and California to provide investment advice. Ibun has previously worked with Bancwest Investment Services, Inc. and Wells Fargo Advisors, LLC. Ibun specializes in providing financial planning and portfolio management for individuals and businesses. Ibun is also involved in co-ownership of rental properties.
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
CA
06/21/2023 - Present
Wells Fargo Clearing Services, LLC (MORGAN HILL CA)
CA
04/14/2016 - 06/28/2023
BANCWEST INVESTMENT SERVICES, INC. (SAN JOSE CA)
CA
11/05/2012 - 04/05/2016
WELLS FARGO ADVISORS, LLC (SAN JOSE CA)
IA
Issued 05/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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