Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fabiana? Claim Your ProfileFabiana Rosa Fortunato frank is a financial professional with over 14 years of experience in the industry. Fabiana is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions with M&T Securities, Inc., and Wells Fargo Advisors, LLC. Fabiana holds Series 6, Series 63, and SIE licenses. Fabiana is registered in Delaware, Florida, Pennsylvania, and South Carolina. Fabiana has a strong track record of providing financial advice and investment management services to individual and institutional clients. Fabiana focuses on providing personalized financial planning, portfolio management, and investment consulting services to clients of all backgrounds and needs.
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
PA
09/05/2019 - Present
Wells Fargo Clearing Services, LLC (WAYNE PA)
PA
04/03/2019 - 05/16/2019
WELLS FARGO CLEARING SERVICES, LLC (WYNNEWOOD PA)
PA
08/15/2014 - 01/28/2019
M&T SECURITIES, INC. (HORSHAM PA)
MD
12/18/2008 - 05/21/2014
WELLS FARGO ADVISORS, LLC (REISTERSTOWN MD)
BC
Issued 02/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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