Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chevis? Claim Your ProfileChevis Pugh is a registered investment advisor and a financial professional with extensive experience in the financial services industry. Chevis currently works at Wells Fargo Clearing Services, LLC as a registered representative in Fresno, CA. Chevis has held this position since January 2011. Prior to that, Chevis worked at Wells Fargo Investments, LLC. Chevis has been involved in the industry since June 2006 and holds Series 7, 63, and 66 licenses. Chevis is also registered with several states in the US.
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
CA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (FRESNO CA)
CA
06/12/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FRESNO CA)
BOTH
Issued 09/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2006
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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