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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Augustine? Claim Your ProfileAugustine Ruben Azevedo is an investment advisor representative with Wells Fargo Clearing Services, LLC. Augustine Ruben Azevedo has been in the industry since August 17, 2009. Augustine Ruben Azevedo is registered with FINRA and has passed the Series 7 and Series 66 exams. Augustine Ruben Azevedo is also registered with the states of Arizona, Arkansas, California, Connecticut, Idaho, Montana, Nevada, New York, Oregon, Pennsylvania and Texas. Augustine Ruben Azevedo was previously registered with Chase Investment Services Corp., Wells Fargo Investments, LLC and Edward Jones. Augustine Ruben Azevedo is also a principal of The Azevedo Marketing Group LLC and the author of the book "C Fear and Succeed Anyways".
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
CA
04/24/2021 - Present
Wells Fargo Clearing Services, LLC (CONCORD CA)
CA
08/31/2010 - 04/26/2011
CHASE INVESTMENT SERVICES CORP. (LATHROP CA)
CA
12/18/2009 - 08/30/2010
WELLS FARGO INVESTMENTS, LLC (TRACY CA)
CA
12/15/2008 - 04/15/2009
EDWARD JONES (TRACY CA)
BOTH
Issued 01/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2008
Series 7 - General Securities 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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