Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelina? Claim Your ProfileEvelina Grigorova Delyakova-plummer is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Evelina has been in the industry since January 2024 and is licensed in Virginia, Maryland, and the District of Columbia. Evelina holds Series 63, 65, 7TO, and SIE licenses. Evelina specializes in providing investment advice to a wide range of clients, including individuals, businesses, corporations, and institutions. Evelina is dedicated to helping her clients reach their financial goals.
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
VA
03/19/2024 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
IA
Issued 03/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/27/2023
SIE - Securities Industry Essentials 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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