Unclaimed
Lamuweri Nasani Guluka is a financial advisor currently registered with Russell Investments and has over 8 years of experience in the industry. Lamuweri is registered to provide investment advice in 18 states. Lamuweri previously worked at WELLS FARGO CLEARING SERVICES, LLC, a firm where they were registered from 2016 to 2021. Lamuweri has passed the Series 7, Series 66, and the SIE exams. Lamuweri also works as a stand-up comedian.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WI
04/23/2021 - Present
Russell Investments (Milwaukee WI)
IL
05/14/2016 - 04/22/2021
WELLS FARGO CLEARING SERVICES, LLC (OAK BROOK IL)
BOTH
Issued 06/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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