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Gelian Elizabeth Ramos arguello

Wells Fargo Advisors Financial Network, LLC

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About Gelian Elizabeth Ramos arguello

Gelian Elizabeth Ramos arguello is a financial advisor at Wells Fargo Advisors Financial Network, LLC in Miami, FL. Gelian has been in the industry since 2018 and is licensed to provide investment advice in 53 states. Gelian has a Series 6, 7, 63 and 66 license, and the SIE exam. Gelian specializes in providing investment advice to individuals, corporations, pension and profit-sharing plans, charitable organizations and insurance companies. Gelian is also a registered representative of Wells Fargo Clearing Services, LLC.

Firm Information

Gelian Ramos arguello is currently registered with Wells Fargo Advisors Financial Network, LLC. Wells Fargo Advisors Financial Network, LLC is a Limited Liability Company headquartered in St. Louis, Missouri. Founded in 2003, the firm offers a range of investment advisory services to individual and institutional clients, including financial planning, portfolio management, and pension consulting. Wells Fargo Advisors Financial Network, LLC is registered with the SEC and in all 50 states and the District of Columbia. The firm manages over $154 billion in regulatory assets under management.
Wells Fargo Advisors Financial Network, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103

$154.19B

Assets Under Management

2,434

Total Clients

3,095

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gelian Ramos arguello’s Registration & Firm History

FL

09/11/2024 - Present

Wells Fargo Advisors Financial Network, LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 02/08/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Gelian Elizabeth Ramos arguello.
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