Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarissa? Claim Your ProfileClarissa Winger is a registered representative with Wells Fargo Clearing Services, LLC. Clarissa has been in the securities industry since April 9, 2014. Clarissa is a registered representative in Iowa and Missouri. Clarissa is also a registered investment advisor representative in Iowa and Missouri. Clarissa has passed the Series 66, Series 7 and SIE exams. Clarissa has experience working with high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, insurance companies, banking or thrift institutions, and state or municipal government entities. Clarissa is associated with the Wells Fargo Clearing Services, LLC branch located in St. Louis, Missouri. Clarissa is an active member of the securities industry.
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
05/09/2014 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
01/28/2015 - 12/14/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
BOTH
Issued 05/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
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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