Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Pietra Tarara is a financial advisor with Wells Fargo Clearing Services, LLC. Angela has been in the financial services industry since April 17, 2005 and holds a Series 6, Series 7, and Series 63 license as well as the SIE exam. Angela has experience working with a range of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Prior to joining Wells Fargo Clearing Services, LLC, Angela worked at WELLS FARGO INVESTMENTS, LLC and U.S. BANCORP INVESTMENTS, INC.
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
11/15/2013 - Present
Wells Fargo Clearing Services, LLC (SAINT PAUL MN)
MN
11/03/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAINT PAUL MN)
MN
04/18/2005 - 11/03/2009
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IA
Issued 05/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2005
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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