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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elen? Claim Your ProfileElen Fouad Caraveo is a financial advisor with Wells Fargo Clearing Services, LLC. Elen has been in the industry since 2016, and has been with Wells Fargo since May 2016. Elen holds the Series 63, Series 7 and SIE licenses. Elen is registered in California, Pennsylvania and Washington and has a BC scope. Elen's firm has a strong presence in the financial industry, with over $10 billion - $50 billion in assets under management. The firm offers a wide range of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors.
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
CA
05/11/2016 - Present
Wells Fargo Clearing Services, LLC (ROSEVILLE CA)
BC
Issued 09/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2016
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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