Invested Better
Unclaimed

Unclaimed

Unclaimed

Lorely Ana MacHin

Wells Fargo Investment Institute, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lorely? Claim Your Profile

About Lorely Ana MacHin

Lorely Ana MacHin is a financial advisor with Wells Fargo Investment Institute, Inc. based in Paramus, NJ. Lorely has been in the industry since 1995 and holds a Series 7 and Series 63 license. Lorely also holds the Chartered Financial Analyst designation.

Firm Information

Lorely MacHin is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lorely MacHin’s Registration & Firm History

NJ

11/30/2021 - Present

Wells Fargo Investment Institute, Inc. (PARAMUS NJ)

NJ

07/29/1999 - 02/28/2003

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NY

09/29/1995 - 08/06/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

Not sure if Lorely Ana MacHin is right for you?

Licenses & Designations

BC

Issued 02/05/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lorely Ana MacHin.
Not sure if Lorely Ana MacHin is right for you?