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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felicite? Claim Your ProfileFelicite Pinkston is an experienced financial professional with over 17 years in the industry. Felicite is currently registered with Wells Fargo Clearing Services, LLC as a Registered Representative and Investment Advisor Representative. Felicite holds Series 63, 65, 7, 9, 10 and SIE licenses. Felicite's career in finance began in 2004 at AXA Advisors, LLC. Over the years Felicite has held positions with CitiStreet Equities LLC, Metropolitan Life Insurance Company, MetLife Securities Inc, Wachovia Bank, N.A. Felicite has been with Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing Services, LLC since 2016. Felicite specializes in providing financial advice and portfolio management for a variety of clients including individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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
GA
05/16/2008 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
MA
10/12/2005 - 04/24/2008
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/12/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
07/22/2005 - 09/30/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
09/14/2004 - 02/09/2005
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 10/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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