Unclaimed
Ingrid Nystrom is a financial professional with over 25 years of experience in the financial services industry. Ingrid is currently a Registered Representative with Wells Fargo Clearing Services, LLC located in St. Louis, Missouri. Ingrid is also registered as an Investment Advisor Representative in Virginia. Prior to joining Wells Fargo, Ingrid held positions at A. G. Edwards & Sons, Inc., Mercantile Investment Services, Inc., and FFP Securities, Inc. Ingrid has earned numerous professional designations and licenses including the Series 7, Series 9, Series 10, Series 24, Series 53, and Series 66. Ingrid specializes in providing a wide range of financial services including investment consulting, portfolio management, and financial planning. Ingrid works with a variety of clients including individuals, corporations, charitable organizations, high-net-worth individuals, and insurance companies.
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
MO
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
01/27/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
04/22/1999 - 11/24/1999
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
07/30/1996 - 04/13/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
MO
11/20/1995 - 05/24/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 10/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/13/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/10/2000
Series 4 - Registered Options Principal Examination
BC
Issued 07/22/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/09/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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