Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morena? Claim Your ProfileMorena Palacios is a financial advisor at Wells Fargo Clearing Services, LLC. Morena is a registered investment advisor with over 20 years of experience in the financial services industry. Morena has earned numerous licenses and designations, including Series 7, 9, 10, 31, and 66. Morena has worked at Wells Fargo Advisors, LLC, and Wells Fargo Clearing Services, LLC. Morena is a licensed financial advisor in several states, including California, Florida, Illinois, New York, and Texas. Morena specializes in providing financial advice to individuals, corporations, and charitable organizations.
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
CA
07/28/2004 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
NY
01/15/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 08/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/14/2002
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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