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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chalee? Claim Your ProfileChalee Ricciardi is a financial advisor with over 30 years of experience in the industry. Chalee has been registered with Wells Fargo Advisors Financial Network, LLC since May 2024. Prior to that, Chalee was registered with Wells Fargo Clearing Services, LLC from January 2008 to May 2024. Chalee has a wide range of experience in the financial services industry, including providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses. Chalee holds a Series 7, Series 63, and Series 66 licenses.
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
VA
05/17/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ALEXANDRIA VA)
VA
01/01/2008 - 05/17/2024
WELLS FARGO CLEARING SERVICES, LLC (ALEXANDRIA VA)
VA
03/10/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ALEXANDRIA VA)
BOTH
Issued 08/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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