Unclaimed
Carmen Hursey is a financial advisor with Wells Fargo Clearing Services, LLC. Carmen has been in the industry since 1988 and has a wealth of experience in providing financial advice to individuals and institutions. Carmen has a proven track record of success in helping her clients achieve their financial goals. She is committed to providing her clients with personalized service and advice that is tailored to their specific needs.
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
MO
06/04/2001 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
09/30/1999 - 06/18/2001
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NC
02/04/1998 - 07/28/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
03/08/1994 - 01/16/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/23/1989 - 03/25/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/20/1988 - 11/24/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 03/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
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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