Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Werdick is a financial professional with over a decade of experience in the industry. Yvonne is currently registered with Zions Direct, Inc. Previously, Yvonne was registered with WELLS FARGO SECURITIES, LLC. Yvonne holds the Series 7, Series 63, Series 79TO, and SIE licenses. Yvonne is currently registered in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, and Washington.
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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CA
04/06/2020 - Present
Zions Direct, Inc. (San Francisco CA)
CA
07/28/2009 - 12/03/2018
WELLS FARGO SECURITIES, LLC (San Francisco CA)
BC
Issued 08/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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