Unclaimed
Abdiel Eli Flores perales is a financial advisor with Wells Fargo Clearing Services, LLC. Abdiel Eli Flores perales has been in the industry since September 27, 2020. Abdiel Eli Flores perales is registered to provide investment advice in 53 states and the District of Columbia. Abdiel Eli Flores perales holds a Series 66, Series 7TO, Series 6TO and SIE. Abdiel Eli Flores perales is also registered as an Investment Advisor Representative in North Carolina and Texas. In addition to Abdiel Eli Flores perales's role with Wells Fargo Clearing Services, LLC, Abdiel Eli Flores perales is also a driver for Uber.
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
NC
03/29/2021 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
BOTH
Issued 10/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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