Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candice? Claim Your ProfileCandice Mora is a financial advisor with over 20 years of experience in the industry. Candice is currently registered with Wells Fargo Advisors Financial Network, LLC and holds a variety of licenses and certifications. Candice has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial advice. Candice has a proven ability to create tailored financial strategies for individuals, families, and businesses. Candice specializes in a variety of financial areas including investments, retirement planning, insurance, and estate planning.
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
FL
09/26/2022 - Present
Wells Fargo Advisors Financial Network, LLC (FORT LAUDERDALE FL)
FL
07/01/2003 - 09/23/2022
WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)
NY
03/14/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2003
Series 3 - National Commodity Futures Examination
BC
Issued 03/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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