Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Lieber is a financial advisor with Wells Fargo Clearing Services, LLC. Candace has been in the financial services industry for over 20 years and holds Series 7, 63, 65 and SIE licenses. Candace has experience working with a variety of clients, including individuals, families, businesses, and institutions. Candace is committed to providing her clients with personalized financial advice and investment strategies.
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
IN
12/07/2017 - Present
Wells Fargo Clearing Services, LLC (MERRILLVILLE IN)
IN
04/19/2012 - 11/20/2012
AMERIPRISE FINANCIAL SERVICES, INC. (CROWN POINT IN)
IL
11/12/2008 - 05/04/2012
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IN
04/19/2005 - 11/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)
NY
02/27/1998 - 02/12/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
11/25/1997 - 02/18/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2016
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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