Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arnaldo? Claim Your ProfileArnaldo Rafael Zelada is a financial advisor with Wells Fargo Clearing Services, LLC, registered with the state of Connecticut, New Jersey, and New York. Arnaldo is also registered with FINRA. Arnaldo has been working in the financial services industry since 2011. Arnaldo has Series 7TO, SIE and Series 66 licenses. Arnaldo offers financial planning services, portfolio management for individuals and businesses, investment consulting services to institutional clients, and selection of other advisers. Arnaldo has experience with working with high net worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies.
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
CT
02/15/2022 - Present
Wells Fargo Clearing Services, LLC (STAMFORD CT)
BOTH
Issued 12/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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