Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tunc? Claim Your ProfileTunc Diptas is a financial advisor with over 14 years of experience in the financial services industry. Tunc is currently registered with Wells Fargo Clearing Services, LLC, and previously worked with Edward Jones and Wells Fargo Investments, LLC. Tunc holds a Series 66, Series 7, and SIE license. Tunc has worked as a financial advisor for over 14 years and has a strong background in providing financial planning, investment consulting services, and portfolio management to individual and business clients. Tunc is committed to providing personalized financial advice and services to help clients achieve their financial goals.
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
05/22/2024 - Present
Wells Fargo Clearing Services, LLC (EL SEGUNDO CA)
CO
09/21/2009 - 02/15/2011
EDWARD JONES (ASPEN CO)
CO
12/11/2008 - 06/16/2009
WELLS FARGO INVESTMENTS, LLC (ASPEN CO)
BOTH
Issued 12/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2008
Series 7 - General Securities 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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