Unclaimed
Ricky Dean Jensen is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Ricky has over 30 years of experience in the financial services industry. Ricky holds both Series 63 and Series 65 licenses and has passed the Series 7, Series 9, Series 10, and SIE exams. Ricky is registered with the Financial Industry Regulatory Authority (FINRA) and has a strong track record of providing personalized financial advice to individuals and families.
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
SD
09/13/2016 - Present
Wells Fargo Advisors Financial Network, LLC (PIERRE SD)
FL
10/13/2003 - 03/26/2007
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
NY
10/30/1995 - 10/14/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/10/1993 - 11/07/1995
DAIN BOSWORTH INCORPORATED
NY
05/27/1992 - 05/13/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
08/02/1991 - 06/10/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 01/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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