Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lenka? Claim Your ProfileLenka Villani is an active financial advisor with Wells Fargo Clearing Services, LLC. Lenka has been a registered representative in the financial industry since 2008. Lenka is licensed in numerous states including New Jersey, Pennsylvania and Texas, and holds the Series 6, 7 and 66 licenses, as well as the SIE. Lenka Villani has a proven track record of providing investment advice to individuals, corporations, and other organizations. Lenka is also a specialist in providing investment consulting services to institutional clients.
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
NJ
04/19/2022 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
FL
09/22/2011 - 01/30/2012
CHASE INVESTMENT SERVICES CORP. (NAPLES FL)
FL
08/01/2011 - 08/30/2011
WELLS FARGO ADVISORS, LLC (NAPLES FL)
FL
09/09/2008 - 02/23/2010
WELLS FARGO ADVISORS, LLC (NAPLES FL)
BOTH
Issued 04/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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