Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malinda? Claim Your ProfileMalinda Strehlow Difley is a financial advisor with Wells Fargo Clearing Services, LLC, with more than 25 years of experience in the financial services industry. Malinda is registered with the state of California as a Registered Investment Advisor and in Texas as a Registered Investment Advisor and as a Broker. Malinda is also registered with FINRA as a Registered Representative. Malinda is a Certified Financial Planner and provides financial planning services to individuals, families, and businesses. Malinda specializes in retirement planning, investment management, and estate planning.
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
CA
01/12/2011 - Present
Wells Fargo Clearing Services, LLC (ROLLING HILLS ESTATES CA)
NY
11/21/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1997
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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