Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keyuanna? Claim Your ProfileKeyuanna Tanesha Watkins is a registered representative with Wells Fargo Clearing Services, LLC. Keyuanna has been in the securities industry since 2021. Keyuanna is licensed in California. Keyuanna holds the following licenses: Series 66, Series 7TO, and SIE. Keyuanna has specialized in working with individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Keyuanna's current employment is with Wells Fargo Clearing Services, LLC and she works out of the Walnut Creek, CA office. In addition to Keyuanna's professional career Keyuanna is also employed with The Home Depot as a Service Desk Associate.
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
CA
12/27/2021 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
BOTH
Issued 12/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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
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