Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Di stefano is a registered representative with Wells Fargo Clearing Services, LLC. Mario has been in the securities industry for over 9 years, having previously worked for Edward Jones and Wells Fargo Clearing Services, LLC. Mario is licensed in Florida and Georgia and holds the Series 6, 7, 63, and 66 licenses as well as the SIE. Mario specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Mario is committed to providing his clients with personalized financial guidance and investment strategies to help them achieve their financial goals.
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
FL
06/28/2024 - Present
Wells Fargo Clearing Services, LLC (WINTER PARK FL)
FL
01/19/2024 - 06/18/2024
EDWARD JONES (PORT ST LUCIE FL)
FL
05/01/2015 - 01/30/2024
WELLS FARGO CLEARING SERVICES, LLC (PORT SAINT LUCIE FL)
BOTH
Issued 11/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative 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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