Unclaimed
Maria Candela is a financial advisor at Wells Fargo Clearing Services, LLC, with over 20 years of experience in the industry. Maria has a wide range of experience, specializing in providing investment consulting services to institutional clients. Maria is registered as a registered representative in 21 states and is also registered as an investment advisor representative. Maria is committed to providing her clients with personalized financial advice and guidance.
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
SC
12/26/2023 - Present
Wells Fargo Clearing Services, LLC (SENECA SC)
SC
07/27/2006 - 10/06/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEMSON SC)
SC
05/31/2002 - 06/13/2006
A. G. EDWARDS & SONS, INC. (SENECA SC)
BOTH
Issued 04/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/2002
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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