Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Areeya? Claim Your ProfileAreeya Vesvoranan is a financial advisor associated with Wells Fargo Advisors Financial Network, LLC. Areeya has been in the securities industry for over two years and is licensed to provide investment advice in California. Areeya holds multiple licenses including Series 63, Series 65, and Series 7. Areeya has previously worked for WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO BANK, NA.
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
CA
06/07/2024 - Present
Wells Fargo Advisors Financial Network, LLC (WALNUT CREEK CA)
CA
11/18/2022 - 06/07/2024
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
IA
Issued 05/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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