Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril McKinney is a financial advisor at Wells Fargo Advisors Financial Network, LLC. April has been in the financial services industry since 2004. April holds the Series 63, Series 65, Series 7, and Series 31 licenses. April works with individual investors, high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. April also provides investment consulting services to institutional clients. April's primary office is in Charleston, South Carolina, but April also has a satellite office in Greenville, South Carolina.
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
SC
12/13/2022 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLESTON SC)
SC
02/23/2004 - 12/09/2022
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE SC)
IA
Issued 10/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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