Unclaimed
Anuradha Iyer is a registered representative and investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Anuradha Iyer has been in the industry since May 2022 and has 1 approved state registration and 1 approved FINRA registration. Anuradha Iyer has passed the Series 7TO, SIE and Series 66 exams. Anuradha Iyer's previous employment was at WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO BANK, NA. Anuradha Iyer works from the firm’s office in Tallahassee, Florida.
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.
1
2
FL
08/13/2024 - Present
Wells Fargo Advisors Financial Network, LLC (TALLAHASSEE FL)
FL
05/11/2022 - 07/25/2024
WELLS FARGO CLEARING SERVICES, LLC (TALLAHASSEE FL)
BOTH
Issued 06/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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