Unclaimed
Charlene Fiedler is a registered representative with Wells Fargo Clearing Services, LLC. Charlene has been in the industry since May 2005 and has been with Wells Fargo since May 2009. Charlene has a Series 6, Series 7, and Series 66 registration. Charlene is registered in 41 states and has a branch office location in Linwood, NJ. Charlene's firm, Wells Fargo Clearing Services, LLC, offers investment advisory services to both individual and institutional clients.
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
NJ
04/13/2011 - Present
Wells Fargo Clearing Services, LLC (LINWOOD NJ)
NJ
05/04/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORTHFIELD NJ)
NJ
05/04/2005 - 04/12/2007
METLIFE SECURITIES INC. (MAYS LANDING NJ)
NJ
05/04/2005 - 04/12/2007
METROPOLITAN LIFE INSURANCE COMPANY (MAYS LANDING NJ)
BOTH
Issued 07/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2005
Series 6 - Investment Company Products/Variable Contracts 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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