Unclaimed
Janice Tymesen is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Janice has been in the industry since March 12, 2000. Janice is registered in Idaho and Texas. Janice holds the Series 7, Series 63, Series 65 and SIE exams. Janice has a Certified Financial Planner designation. Janice is also involved in several other business ventures, such as real estate, as well as serving on the finance committee for Innovia Foundation.
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
ID
10/01/2019 - Present
Wells Fargo Clearing Services, LLC (COEUR D'ALENE ID)
ID
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (COEUR D'ALENE ID)
CA
03/13/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 03/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2000
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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