Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neiesha? Claim Your ProfileNeiesha Ivy Samuel is a financial advisor with Wells Fargo Clearing Services, LLC. Neiesha has been in the industry since 2009 and has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Neiesha holds Series 6, 7, 63, and 65 licenses. Neiesha is registered to provide investment advisory services in 53 states and the District of Columbia. Neiesha's current employment is with Wells Fargo Clearing Services, LLC. Previously, Neiesha worked for Wachovia Bank, N.A. and Wells Fargo Advisors LLC.
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
VA
08/12/2009 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
IA
Issued 08/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2009
Series 6 - Investment Company Products/Variable Contracts 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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