Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ignatius? Claim Your ProfileIgnatius Permadi has been in the financial services industry since December 1996. Currently, Ignatius Permadi is an Investment Advisor Representative for Wells Fargo Clearing Services, LLC in WESTLAKE, OH, and has been with this firm since September 2019. Ignatius Permadi previously held the position of Financial Advisor for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Ignatius Permadi's previous employment also includes positions at UBS FINANCIAL SERVICES INC., PRUDENTIAL SECURITIES INCORPORATED, and 1ST CLEVELAND SECURITIES CORP.
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
OH
09/09/2019 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE OH)
OH
12/04/2009 - 09/09/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
OH
02/14/2003 - 12/10/2009
UBS FINANCIAL SERVICES INC. (PEPPER PIKE OH)
NY
01/12/1998 - 02/19/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
OH
12/05/1996 - 02/03/1998
1ST CLEVELAND SECURITIES CORP (GARFIELD HEIGHTS OH)
IA
Issued 04/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/1996
Series 7 - General Securities 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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