Unclaimed
Drew Detraz is a financial advisor with Wells Fargo Advisors Financial Network, LLC in OPELOUSAS, LA. Drew has been in the financial industry since 2013 and has experience in a variety of areas including investment consulting, financial planning, and pension consulting. Drew is registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Kansas, Louisiana, Maryland, Mississippi, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, Tennessee, Texas, West Virginia and Wisconsin.
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.
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2
LA
01/10/2020 - Present
Wells Fargo Advisors Financial Network, LLC (OPELOUSAS LA)
LA
07/22/2013 - 01/10/2020
WELLS FARGO CLEARING SERVICES, LLC (OPELOUSAS LA)
BOTH
Issued 09/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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