Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mishell? Claim Your ProfileMishell Defelice is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Mishell has been in the financial services industry for over 7 years and is licensed in both Nevada and California. Mishell specializes in providing financial planning, investment management, and investment consulting services to individuals, businesses, and institutional clients. Prior to joining Wells Fargo Advisors Financial Network, LLC, Mishell was an advisor with MORGAN STANLEY. Mishell is committed to providing her clients with personalized financial advice and guidance 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.
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NV
10/21/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ZEPHYR COVE NV)
NV
08/04/2015 - 10/14/2022
MORGAN STANLEY (Incline Village NV)
BOTH
Issued 02/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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