Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daisy? Claim Your ProfileDaisy Ceja Park is a financial advisor with Wells Fargo Clearing Services, LLC. Daisy Park has been working in the financial industry since August 2015. Daisy Park is registered to provide investment advice in Georgia, Florida, Tennessee and is also registered as a Registered Representative in Georgia. Daisy Park holds the Series 6, 7, 63, and 65 licenses as well as the SIE. In addition to Daisy Park's role as a financial advisor at Wells Fargo Clearing Services, LLC, Daisy Park has a number of other business interests. Daisy Park is also involved in the rental property business as well as clothing wholesale and consignment.
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
GA
09/09/2015 - Present
Wells Fargo Clearing Services, LLC (CANTON GA)
IA
Issued 09/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2015
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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