Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Apryl? Claim Your ProfileApryl Halstead is a financial advisor with over 20 years of experience in the financial services industry. Apryl is currently registered with Wells Fargo Clearing Services, LLC and holds Series 6, 7, and 66 licenses. Apryl also has a Series 63 license and a SIE license. Apryl previously worked at Colonial Investment Services, Inc. and Colonial Investment Services. Apryl's firm is Wells Fargo Clearing Services, Llc. Apryl is licensed in 22 states, including Virginia, Texas, Florida and California. Apryl has a special focus on financial planning, portfolio management, and pension 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.
1
2
VA
08/18/2018 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
MA
03/01/1995 - 08/14/1996
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
NA
05/24/1994 - 03/01/1995
COLONIAL INVESTMENT SERVICES
BOTH
Issued 08/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1994
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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