Unclaimed
Cornelius McPeak is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Cornelius has been working in the financial services industry since January 1981. Cornelius specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting. Cornelius has earned the Series 63, Series 65, Series 7, and SIE licenses. Cornelius McPeak is registered in 44 states and the District of Columbia as a broker-dealer and investment advisor. Cornelius is based in Linwood, New Jersey and has been with Wells Fargo Advisors Financial Network, LLC since May 2024. Prior to that, Cornelius worked for Wells Fargo Clearing Services, LLC from November 2016 to May 2024 and Wells Fargo Advisors LLC from May 2009 to November 2016.
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
05/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LINWOOD NJ)
NJ
07/01/2003 - 05/20/2024
WELLS FARGO CLEARING SERVICES, LLC (LINWOOD NJ)
NY
01/28/1981 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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