Unclaimed
Anna Zentner is a financial advisor with Wells Fargo Clearing Services, LLC. Anna has been in the industry for over 20 years. Anna's office is located in St. Louis, Missouri. Anna is licensed in Florida and New Jersey. Anna specializes in providing financial advice to individuals, businesses, and institutions. Anna has experience in portfolio management, financial planning, and investment consulting. Anna can help you develop a personalized financial plan, manage your investments, and reach your financial goals.
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
MO
02/01/2018 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
BOTH
Issued 06/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities 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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