Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eva? Claim Your ProfileEva Fancsali is a financial professional with over 15 years of experience in the industry. Eva is currently registered with Wells Fargo Clearing Services, LLC in San Francisco, California. Prior to joining Wells Fargo Clearing Services, LLC, Eva was a registered representative with Citigroup Global Markets Inc. in San Francisco, California. Eva is a licensed securities professional with several licenses including Series 6, Series 7, and Series 63. Eva has been active in the industry since 2005 and has a broad base of experience in financial services. Eva's expertise includes investment consulting services, financial planning, and portfolio management for businesses and individuals.
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
CA
02/01/2024 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
CA
11/18/2008 - 11/13/2023
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
03/11/2005 - 11/09/2006
CITICORP INVESTMENT SERVICES (DUBLIN CA)
BC
Issued 04/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2005
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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