Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fulbia? Claim Your ProfileFulbia Westfall is a financial advisor with over 30 years of experience in the industry. Fulbia is currently registered with Wells Fargo Clearing Services, LLC. Fulbia is licensed to provide investment advice and sell securities in several states. Fulbia has worked at Prudential Securities Incorporated and Wells Fargo Advisors LLC. Fulbia is also a licensed investment advisor in Texas. Fulbia specializes in helping individuals and businesses reach their financial goals. Fulbia is committed to providing clients with personalized financial advice and guidance. Fulbia is a valuable resource for those seeking to invest in stocks, bonds, mutual funds, and other securities.
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
FL
02/15/2011 - Present
Wells Fargo Clearing Services, LLC (LEESBURG FL)
NY
07/22/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1993
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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