Unclaimed
Andrea Ortiz de salido palmeiro is a financial advisor who has been in the industry since July 1, 2020. Andrea is registered with Wells Fargo Securities, LLC and is licensed to conduct business in 53 states. Andrea has passed the Series 63, Series 79TO and the SIE exams.
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.
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.
1
2
IL
07/02/2020 - Present
Wells Fargo Securities, LLC (CHICAGO IL)
BC
Issued 07/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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