Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ingrid? Claim Your ProfileIngrid Dikmen is a financial advisor with Wells Fargo Advisors Financial Network, LLC and has been in the industry since June 3, 1997. Ingrid is registered with FINRA and has Series 7, Series 63, and Series 65 licenses. Ingrid has worked at Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, and David Lerner Associates, Inc. in the past. Ingrid provides investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals. Ingrid also has a guardian for her son in Trumbull, Connecticut.
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.
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2
CT
04/30/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OLD GREENWICH CT)
CT
07/01/2003 - 05/07/2021
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
NY
11/17/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/04/1997 - 12/12/2000
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 03/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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