Connie WicktorCRD Number: 2901198
Current Firm: Raymond James Financial Services Advisors, Inc.
Connie Wicktor (CRD# 2901198) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Princeton, MN and has over 25 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Gradient Advisors, LLC
|Ronald J. Bardine, Inc.||Princeton, MN||Jul 2022 - Current||< 1|
|Raymond James Financial Services Advisors Inc.||Deerwood, MN||Sep 2016 - Current||6|
|Raymond James Financial Services, Inc.||Deerwood, MN||Aug 2016 - Current||6|
|Doherty Temporary||St. Cloud, MN||Apr 2016 - May 2016||< 1|
|Unemployed||Princeton, MN||Oct 2015 - Apr 2016||< 1|
|U.s. Post Office||Gillman, MN||Oct 2015 - Oct 2015||< 1|
|Unemployed||Princeton, MN||Nov 2014 - Oct 2015||< 1|
|Becker Furniture||Becker, MN||Nov 2014 - Nov 2014||< 1|
|Ubs Financial Services Inc.||Minneapolis, MN||Aug 2006 - Nov 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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