Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ernesto? Claim Your ProfileErnesto Medina quiles is a financial advisor who is registered to provide investment advice in Pennsylvania and Texas. Ernesto is currently employed with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Prior to that, Ernesto was employed with Wells Fargo Advisors LLC since April 2014 and Wells Fargo Bank NA since March 2012. Ernesto has been in the securities industry since July 2014. Ernesto has Series 6, 7, 63 and 66 securities licenses and is registered in 23 states.
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
PA
01/29/2020 - Present
Wells Fargo Clearing Services, LLC (BENSALEM PA)
BOTH
Issued 05/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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