Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lurdes? Claim Your ProfileLurdes Coats is a financial advisor at Wells Fargo Advisors Financial Network, LLC and has been in the industry since June 20, 2010. Lurdes is registered in 22 states and is also an Investment Advisor Representative in Texas. Lurdes has worked in the industry for over 17 years and has experience in a variety of financial services, including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses. Lurdes's previous employers include Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Clearing Services, 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.
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2
TX
03/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BROWNSVILLE TX)
TX
02/09/2021 - 03/03/2023
WELLS FARGO CLEARING SERVICES, LLC (BROWNSVILLE TX)
TX
04/02/2019 - 08/21/2019
RAYMOND JAMES & ASSOCIATES, INC. (Brownsville TX)
TX
04/01/2014 - 08/15/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCALLEN TX)
TX
07/18/2006 - 05/28/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BROWNSVILLE TX)
BOTH
Issued 09/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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