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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Ioan Ozarchievici is a financial advisor with Wells Fargo Clearing Services, LLC. Adrian Ioan Ozarchievici has been in the financial industry since December 2005 and has experience working with various firms like HSBC Securities (USA) Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Chase Investment Services Corp. Adrian Ioan Ozarchievici is registered in Alabama, California, Colorado, Connecticut, Delaware, Florida, Georgia, Maine, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah and Virgin Islands. Adrian Ioan Ozarchievici is a Certified Financial Planner.
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
NY
10/19/2017 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
02/16/2011 - 10/31/2017
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
06/01/2009 - 12/16/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
09/15/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/24/2005 - 02/08/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 10/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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