Unclaimed
Clarence Nunn is a financial professional with experience in the industry since 2017. Clarence is currently registered with Wells Fargo Clearing Services, LLC in ST. LOUIS, MO. Previously, Clarence was registered with J.P. MORGAN SECURITIES LLC in Charlotte, NC. Clarence holds the Series 63, Series 24, SIE, and Series 79 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.
1
2
MO
08/06/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
12/27/2016 - 06/23/2021
J.P. MORGAN SECURITIES LLC (Charlotte NC)
BC
Issued 01/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Clarence Nunn is the right advisor for you? Invested Better is here to help.