Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amela? Claim Your ProfileAmela Culov is a financial advisor who has been in the industry since 2003. Amela is currently registered with Wells Fargo Advisors Financial Network, LLC, and has previously worked with MORGAN STANLEY, HSBC SECURITIES (USA) INC., CCO INVESTMENT SERVICES CORP., and CHARTER ONE SECURITIES, INC. Amela holds the Series 7, 63, 9, 10, and 65 licenses as well as the SIE certification. Amela provides portfolio management for businesses and individuals, investment consulting services to institutional clients, and financial planning.
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
NY
05/10/2018 - Present
Wells Fargo Advisors Financial Network, LLC (BUFFALO NY)
NY
03/09/2012 - 05/11/2018
MORGAN STANLEY (BUFFALO NY)
NY
10/09/2006 - 03/14/2012
HSBC SECURITIES (USA) INC. (ORCHARD PARK NY)
NY
12/01/2005 - 09/28/2006
CCO INVESTMENT SERVICES CORP. (DEPEW NY)
OH
02/21/2003 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IA
Issued 12/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/06/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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