Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sunnie? Claim Your ProfileSunnie Landry is a financial advisor with over 20 years of experience in the financial services industry. Sunnie is a registered representative of Wells Fargo Clearing Services, LLC. Sunnie is a Series 6, 7, 63 and 65 licensed advisor and has been registered with FINRA since 2000. Prior to joining Wells Fargo Clearing Services, LLC, Sunnie was employed by Wells Fargo Advisors LLC, Wells Fargo Investments, LLC, Wells Fargo Securities Inc. and CitiCorp Investment Services. Sunnie provides a wide range of financial services to individuals, families, businesses, and institutions. Sunnie's specializations include investment advisory services, financial planning, and portfolio management.
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
NV
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (LAS VEGAS NV)
NV
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
CA
09/08/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
09/27/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NY
01/19/2000 - 10/18/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 05/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2000
Series 6 - Investment Company Products/Variable Contracts 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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