Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Carr is a financial advisor in West Des Moines, IA. Joan is a registered representative of Wells Fargo Advisors Financial Network, LLC. Joan has been in the financial services industry since January 23, 1990. Joan has experience in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
IA
06/16/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WEST DES MOINES IA)
IA
01/03/2011 - 06/16/2023
WELLS FARGO CLEARING SERVICES, LLC (CLIVE IA)
IA
12/12/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DES MOINES IA)
MN
01/24/1990 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 02/04/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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