Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ania? Claim Your ProfileAnia McCoy is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Ania has been in the financial services industry since 2009. Ania is registered in Florida. The firm provides financial advice to a variety of clients, including individuals, businesses, and institutions. The firm's services include financial planning, portfolio management, and investment consulting.
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
FL
03/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (JACKSONVILLE FL)
FL
05/15/2023 - 03/18/2024
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
NC
11/13/2012 - 08/05/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
10/23/2009 - 10/30/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
07/28/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 10/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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