Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Renee Wicker is a financial advisor with over 17 years of experience in the financial services industry. Yvette is currently registered with Wells Fargo Advisors Financial Network, LLC and has branch offices in Scottsdale, Arizona and Grosse Pointe, Michigan. Prior to joining Wells Fargo, Yvette held positions with Stifel, Nicolaus & Company, Incorporated and Wells Fargo Clearing Services, LLC. Yvette holds a Series 7, Series 63, and SIE license and is registered in 27 states. Yvette specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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
06/02/2022 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
MI
06/29/2020 - 01/15/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GROSSE POINTE MI)
MI
08/24/2017 - 06/22/2020
WELLS FARGO CLEARING SERVICES, LLC (GROSSE POINTE MI)
MI
01/12/2007 - 08/18/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GROSSE POINTE FARMS MI)
MI
01/01/2005 - 01/22/2007
MCDONALD INVESTMENTS INC. (GROSSE POINTE WOODS MI)
BC
Issued 06/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Yvette Wicker is the right advisor for you? Invested Better is here to help.
