Unclaimed
Beata Kulesza is a financial advisor registered with Wells Fargo Clearing Services, LLC. Beata has over 10 years of experience in the financial services industry. Beata holds the Series 6, 7, 63, and 66 securities licenses, along with the SIE. Beata is also registered as an Investment Advisor Representative in both Pennsylvania and Texas. Beata is a registered representative of Wells Fargo Clearing Services, LLC, and an Investment Advisor Representative of Wells Fargo Advisors, LLC.
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
PA
05/18/2022 - Present
Wells Fargo Clearing Services, LLC (ALLENTOWN PA)
BOTH
Issued 02/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2012
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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