Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you F? Claim Your ProfileF. Minor is a financial advisor with over 38 years of experience in the industry. F. Minor currently works with Wells Fargo Clearing Services, LLC. F. Minor has been registered with the firm since May of 2020. Prior to joining Wells Fargo, F. Minor worked at UBS Financial Services Inc. for 13 years, and previously worked at Citigroup Global Markets Inc. and Goldman, Sachs & Co.
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
05/15/2020 - Present
Wells Fargo Clearing Services, LLC (CANONSBURG PA)
AL
09/14/2007 - 05/26/2020
UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)
NY
02/22/2001 - 09/25/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/24/1979 - 02/28/1996
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 08/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 06/17/1983
Series 5 - Interest Rate Options Examination
BC
Issued 10/20/1979
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
Not sure F Minor is the right advisor for you? Invested Better is here to help.
