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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryflayne? Claim Your ProfileMaryflayne Ricamonte is a financial advisor with Wells Fargo Clearing Services, LLC, a leading investment firm with over 50 years of experience. Maryflayne has been in the industry since 2014 and specializes in portfolio management for both businesses and individuals. Maryflayne is a registered representative in the state of California and holds the Series 63, Series 7, and SIE licenses. Maryflayne has been recognized as a top advisor, and her clients appreciate her commitment to providing personalized service and investment guidance.
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
CA
11/12/2021 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
CA
10/01/2019 - 10/05/2021
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
NA
11/07/2014 - 05/02/2018
E*TRADE SECURITIES LLC (MAKATI CITY, MANILA METRO )
IA
Issued 11/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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