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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Asenath? Claim Your ProfileAsenath Rose Partee is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since 2013. Asenath Rose Partee has passed the Series 6, 7, 63, 65, and SIE exams and holds active registrations in Washington, California, Arizona, Georgia, and Virginia. Asenath Rose Partee has specializations in fixed income, equities, mutual funds, variable annuities, and investment advisory services. Asenath Rose Partee also has experience with Wells Fargo Bank NA and Wells Fargo Advisors LLC. Asenath Rose Partee is based out of the Wells Fargo Clearing Services, LLC's TARPON SPRINGS, FL branch office.
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
07/30/2013 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
IA
Issued 07/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2013
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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