Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivonne? Claim Your ProfileIvonne Monnett-pickett is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Ivonne is licensed to provide securities advice in 36 states and is registered with the state of Colorado as an investment advisor representative. Ivonne has been in the securities industry for over 13 years. Ivonne is also associated with Wells Fargo Advisors, LLC. Ivonne is an active member of the securities industry and is committed to providing her clients with the highest quality of service.
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
CO
03/10/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BOULDER CO)
CO
12/19/2012 - 03/10/2023
WELLS FARGO CLEARING SERVICES, LLC (LONGMONT CO)
IL
02/02/1996 - 05/20/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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