Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly Cardoso is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Molly has been in the industry since December 2009 and has a strong track record of providing personalized financial advice. Molly is registered with the state of Rhode Island as both a broker-dealer and an investment advisor. She is also registered in a number of other states including: Arizona, California, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Vermont, Virginia, and Wyoming. Molly holds the Series 66, Series 7, Series 9, and SIE licenses. She is also a Registered Representative and Investment Advisor Representative. Molly is committed to helping her clients achieve their financial goals. She takes a comprehensive approach to financial planning, considering all aspects of a client's financial life. Molly offers a variety of services, including: investment management, retirement planning, college savings, 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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RI
02/10/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WARWICK RI)
RI
01/13/2011 - 02/10/2022
WELLS FARGO CLEARING SERVICES, LLC (PROVIDENCE RI)
RI
12/17/2009 - 01/24/2011
MORGAN STANLEY SMITH BARNEY (PROVIDENCE RI)
BOTH
Issued 07/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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