Unclaimed
Esterino Zarlenga is a financial professional with over 30 years of experience in the industry. Esterino is currently registered as a Registered Representative with Wells Fargo Clearing Services, LLC. Prior to this, Esterino was a Registered Representative with Charles Schwab & Co., Inc. Esterino holds several licenses and certifications, including Series 7, Series 10, Series 24, and Series 63.
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
CT
05/31/2024 - Present
Wells Fargo Clearing Services, LLC (ANSONIA CT)
CT
06/26/1995 - 06/23/2022
CHARLES SCHWAB & CO., INC. (Fairfield CT)
MI
08/24/1992 - 06/15/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
11/20/1990 - 08/17/1992
GKN SECURITIES CORP. (NEW YORK NY)
NY
08/22/1989 - 12/01/1990
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 05/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 06/03/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/03/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/02/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities 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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