Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Roy MacConnachie is a financial professional with over 20 years of experience in the industry. Cameron is registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in North Carolina and is currently employed by Wells Fargo Clearing Services, LLC. Cameron previously worked for BANC OF AMERICA INVESTMENT SERVICES, INC., where he was also a Registered Representative. Cameron holds the Series 66, SIE, and Series 7 licenses. Cameron's primary specializations include investments in fixed income, mutual funds, stocks, options, and variable products. Cameron works out of Wells Fargo Clearing Services, LLC's office in Charlotte, NC.
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
NC
03/22/2019 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
01/30/2002 - 12/12/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 03/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2002
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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