Unclaimed
Karina Trulla-mualem is a registered representative of Wells Fargo Advisors Financial Network, LLC and has been in the securities industry for over 4 years. Karina holds a Series 7TO, Series 66, and a SIE license. Karina previously worked at Commonwealth Financial Network in Weston, FL. Karina's office is located in Fort Lauderdale, Florida. Karina specializes in Retirement Planning, College Savings, Estate Planning, Insurance and Financial Planning. Karina also serves as a notary public.
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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FL
06/05/2024 - Present
Wells Fargo Advisors Financial Network, LLC (FORT LAUDERDALE FL)
FL
06/13/2019 - 06/21/2023
COMMONWEALTH FINANCIAL NETWORK (WESTON FL)
BOTH
Issued 05/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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