Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Okuhara is a financial professional with Wells Fargo Securities, LLC in Denver, CO. Whitney is a licensed securities agent and has been in the industry since December 2020. Whitney holds the Series 63, Series 24, Series 79TO, and SIE licenses. Whitney is registered with FINRA and the state of Colorado. Whitney has experience in the investment banking field.
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.
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.
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2
CO
12/16/2020 - Present
Wells Fargo Securities, LLC (DENVER CO)
BC
Issued 02/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2021
Series 24 - General Securities Principal Examination
BC
Issued 12/16/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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