Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alanna? Claim Your ProfileAlanna Helal is a financial advisor at Wells Fargo Clearing Services, LLC, with over 10 years of experience in the industry. Alanna has worked at several firms in the past, including CETERA ADVISOR NETWORKS LLC and MORGAN STANLEY. Alanna is registered with the state of Minnesota and has a Series 7, Series 63, and Series 66 license. Alanna offers a variety of services to clients, including financial planning, portfolio management, and investment consulting. Alanna is also experienced in working with a range of client types, including high-net-worth individuals, corporations, and charitable organizations.
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.
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2
MN
12/09/2021 - Present
Wells Fargo Clearing Services, LLC (MAPLE GROVE MN)
MN
07/15/2019 - 05/21/2021
CETERA ADVISOR NETWORKS LLC (MINNETONKA MN)
MN
01/15/2019 - 06/24/2019
MORGAN STANLEY (BLOOMINGTON MN)
BOTH
Issued 12/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/24/2018
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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