Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Berenice? Claim Your ProfileBerenice Sanchez is an investment advisor representative with Wells Fargo Clearing Services, LLC. Berenice is registered with the state of California, and Texas. Her firm, Wells Fargo Clearing Services, LLC, is headquartered in St. Louis, Missouri. Berenice is a seasoned professional with over 10 years of experience in the financial services industry. She has a strong understanding of the financial markets and a commitment to providing her clients with personalized investment advice. Berenice specializes in working with high-net-worth individuals, corporations, and other businesses. She offers a range of financial services, including portfolio management, financial planning, and investment consulting. Berenice is dedicated to helping her clients achieve their financial goals and she is committed to providing them with the highest level of service.
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
07/28/2023 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
BOTH
Issued 08/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2022
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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