Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Greene is a financial advisor with over 20 years of experience in the financial services industry. Candace currently works at Wells Fargo Clearing Services, LLC in SUN CITY CENTER, FL. Previously, Candace worked at MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, and MORGAN STANLEY DW INC. Candace is registered in 43 states and is licensed to provide both Broker-Dealer and Investment Advisor services.
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
FL
04/20/2022 - Present
Wells Fargo Clearing Services, LLC (SUN CITY CENTER FL)
FL
02/24/2012 - 12/14/2021
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
FL
06/01/2009 - 03/05/2012
MORGAN STANLEY SMITH BARNEY (WINTER PARK FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WINTER PARK FL)
FL
03/14/2007 - 04/02/2007
MORGAN STANLEY DW INC. (WINTER PARK FL)
FL
08/25/2000 - 01/01/2007
MORGAN STANLEY DW INC. (NORTH PALM BEACH FL)
MA
10/04/1999 - 08/29/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 10/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/1999
Series 7 - General Securities Representative 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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