Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blanche? Claim Your ProfileBlanche Zelko is a financial advisor with over 30 years of experience in the industry. Blanche currently works for Wells Fargo Clearing Services, LLC and has previously worked for firms like Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc. and E. F. Hutton & Company Inc. Blanche has a wide range of experience working with various client types such as individuals, high-net-worth individuals, corporations, and institutions. Blanche is registered with FINRA and is licensed to conduct business in several states, including California, Texas, and New York.
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
10/28/2016 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
06/01/2009 - 06/23/2009
MORGAN STANLEY SMITH BARNEY (ORANGE CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ORANGE CA)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/24/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 03/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1988
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
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
Not sure Blanche Zelko is the right advisor for you? Invested Better is here to help.
