Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lourdes? Claim Your ProfileLourdes Anahi Camacho is a registered representative with Wells Fargo Clearing Services, LLC. Lourdes has been in the securities industry for over a year. Lourdes has passed the Series 7TO, Series 63, and Series 66 exams. Lourdes has a history of working with clients in a variety of industries, including financial, retail, and education. Lourdes has a background in mathematics and has worked in the math department at the University of North Texas.
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
TX
07/03/2024 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
TX
09/01/2023 - 05/31/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
02/10/2023 - 09/01/2023
TD AMERITRADE, INC. (Westlake TX)
BOTH
Issued 07/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2022
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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