Unclaimed
Muriel Leigh Poltrack is a registered representative with Wells Fargo Securities, LLC, a FINRA-registered broker-dealer. Muriel has been in the securities industry since 2012 and has a broad range of experience. Muriel is registered to sell securities in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.
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.
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.
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2
NC
08/11/2016 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
NY
05/19/2014 - 06/23/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
CT
09/05/2012 - 05/01/2014
RBS SECURITIES INC. (STAMFORD CT)
BC
Issued 09/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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