Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Chartier is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Ted has been working in the financial industry since 2002, and has experience with a variety of financial products and services, including portfolio management, financial planning, and pension consulting. Ted is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 66 licenses. Ted is also a Certified Financial Planner (CFP®).
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
KS
06/23/2020 - Present
Wells Fargo Advisors Financial Network, LLC (LEAWOOD KS)
KS
12/03/2002 - 07/17/2020
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
NY
07/25/2002 - 12/03/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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