Unclaimed
Shadia Joudi-dedecker is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with experience in the financial services industry since December 1995. Shadia is registered with the state of Michigan and Texas. Shadia has previously worked for several financial institutions, including Morgan Stanley, Stifel, Nicolaus & Company, Incorporated, UBS Financial Services Inc., and McDonald Investments Inc. Shadia holds Series 7, 63, and 66 licenses and the SIE exam. Shadia provides investment advisory services to a wide range of clients, including individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
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
AZ
04/23/2021 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
MI
08/12/2014 - 04/26/2021
WELLS FARGO CLEARING SERVICES, LLC (GROSSE POINTE WOODS MI)
MI
03/11/2014 - 08/19/2014
MORGAN STANLEY (BIRMINGHAM MI)
MI
09/15/2008 - 02/25/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GROSSE POINTE FARMS MI)
MI
02/09/2007 - 05/03/2007
UBS FINANCIAL SERVICES INC. (GROSSE POINTE FARMS MI)
MI
05/19/2000 - 02/09/2007
MCDONALD INVESTMENTS INC. (GROSSE POINTE WOODS MI)
NY
07/21/1999 - 05/02/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
OH
05/03/1996 - 07/12/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
05/25/1995 - 05/15/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
02/25/1994 - 01/19/1995
RONEY & CO. (DETROIT MI)
BOTH
Issued 11/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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