Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeana? Claim Your ProfileJeana Golden is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jeana Golden is based in INDIANAPOLIS, IN and has been in the industry since September 7, 1997. Jeana Golden is registered with FINRA and holds the Series 63, Series 7 and SIE licenses. Jeana Golden is also registered with the state of Indiana as an investment advisor representative. Jeana Golden has a total of 25 years of experience in the financial industry. In addition to her work at Wells Fargo Advisors Financial Network, LLC, Jeana Golden is also involved in Catering by Natalie Gwaltney.
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
IN
08/21/2020 - Present
Wells Fargo Advisors Financial Network, LLC (INDIANAPOLIS IN)
IN
07/01/2003 - 08/21/2020
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
NY
09/08/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 07/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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