Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liza? Claim Your ProfileLiza Weldon is a financial advisor associated with Wells Fargo Clearing Services, LLC, and has been in the industry since 2001. Liza holds licenses in Connecticut, Arkansas, Massachusetts, New York, and Utah. Liza provides portfolio management, financial planning, and investment consulting services to individuals, businesses, and institutions. Liza is also associated with Wells Fargo Advisors LLC.
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
CT
11/25/2009 - Present
Wells Fargo Clearing Services, LLC (WESTPORT CT)
NY
08/05/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/03/2001 - 11/16/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 11/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2001
Series 7 - General Securities 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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