Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Allen has been in the financial services industry since June 1978. Candace is currently registered with Wells Fargo Advisors Financial Network, LLC. Candace has experience working with clients of various backgrounds, including individuals, high-net-worth individuals, corporations, trusts, charitable organizations, and pension and profit-sharing plans. Candace's focus includes financial planning, portfolio management, investment consulting, and selection of other advisors. Candace has also been actively involved in various other businesses outside of her financial services career, including serving as a power of attorney and trustee for family members, and as an executor for her mother's estate.
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
CO
10/31/2019 - Present
Wells Fargo Advisors Financial Network, LLC (EVERGREEN CO)
CO
02/20/2009 - 10/31/2019
WELLS FARGO CLEARING SERVICES, LLC (EVERGREEN CO)
CO
09/20/1996 - 03/04/2009
UBS FINANCIAL SERVICES INC. (DENVER CO)
NY
03/28/1988 - 10/02/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/23/1978 - 05/06/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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