Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nora? Claim Your ProfileNora Wells is a financial professional with over 20 years of experience in the industry. Nora is currently registered with Equity Services, Inc. and has held previous positions with firms such as T. Rowe Price Investment Services, Inc., Jefferson Pilot Securities Corporation, and Alex. Brown & Sons Incorporated. Nora is committed to providing personalized financial advice and guidance to help clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
MD
02/20/2012 - Present
Equity Services, Inc. (TIMONIUM MD)
MD
01/19/1999 - 04/17/2002
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IN
01/13/1998 - 12/09/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MD
09/01/1997 - 01/14/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
12/19/1995 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
MD
06/27/1994 - 11/10/1995
PSA EQUITIES, INC. (HUNT VALLEY MD)
NA
04/04/1990 - 06/23/1994
ALEX. BROWN & SONS INCORPORATED
MD
01/23/1990 - 05/09/1990
ALEX. BROWN REALTY SECURITIES, INC. (BALTIMORE MD)
IA
Issued 07/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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