Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abigail? Claim Your ProfileAbigail Wheeler is a financial advisor with Ally Invest Advisors, based in Charlotte, North Carolina. Abigail has been in the financial services industry since 2016, and is registered as an investment advisor representative with the state of North Carolina. Abigail has experience in various firms, including TIAA, Wells Fargo Clearing Services, and Alight Financial Solutions, among others.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NC
01/25/2024 - Present
Ally Invest Advisors (CHARLOTTE NC)
IL
10/25/2023 - 01/03/2024
ALIGHT FINANCIAL SOLUTIONS, LLC (CHICAGO IL)
NC
07/25/2018 - 04/13/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
SC
09/10/2016 - 05/15/2018
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE SC)
BOTH
Issued 10/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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