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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Assunta? Claim Your ProfileAssunta Siniscalchi is a financial advisor with over 20 years of experience in the industry. She is currently registered with Wells Fargo Advisors Financial Network, LLC in Boca Raton, FL. Assunta is a registered representative and investment advisor representative, holding Series 6, 7, 63, and 65 licenses, as well as the SIE. Assunta has experience working with a variety of clients, including individuals, families, and businesses. Assunta previously worked with Wells Fargo Clearing Services, LLC in Fort Lauderdale, FL and Citigroup Global Markets Inc in Mt. Kisco, NY. Assunta provides investment consulting services to institutional clients, in addition to financial planning, pension consulting and selection of other advisors.
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
FL
10/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BOCA RATON FL)
FL
03/13/2015 - 10/02/2023
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
NY
05/29/2007 - 03/21/2015
CITIGROUP GLOBAL MARKETS INC. (THORNWOOD NY)
NY
12/17/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (THORNWOOD NY)
IA
Issued 08/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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