Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Cefali is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Cameron has been in the industry since 1987. Cameron holds FINRA Series 7, 63, and 65 licenses, as well as the SIE exam. Cameron provides financial planning, portfolio management, and investment consulting services to a wide range of clients.
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
IN
06/10/2024 - Present
Wells Fargo Advisors Financial Network, LLC (INDIANAPOLIS IN)
IN
04/16/2009 - 06/07/2024
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
IN
09/24/1987 - 05/05/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
IA
Issued 09/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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