Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adri? Claim Your ProfileAdri Senecal is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Adri is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Adri has a strong track record of providing personalized financial advice to individuals, families, and businesses. Adri is committed to helping her clients achieve their financial goals. Adri has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, MML Investors Services, Inc., Cambridge Investment Research, Inc. and Wells Fargo Clearing Services, LLC. Adri holds the Series 7, 9, 10, 66, 99TO and SIE licenses.
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
FL
08/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Jacksonville FL)
FL
11/06/2006 - 08/03/2023
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
10/24/2005 - 11/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
MA
11/04/2004 - 05/24/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
07/23/2003 - 08/06/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 08/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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