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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norma? Claim Your ProfileNorma Andrade Casanova is a financial advisor with over 23 years of experience in the industry. Norma is currently registered with Wells Fargo Advisors Financial Network, LLC. Norma is licensed to provide financial advice in multiple states, including California, Texas, Nevada, Oregon, Arizona, Colorado and Washington. Norma specializes in providing financial planning, investment management, and portfolio management services to individuals, families, and businesses. Norma is committed to helping her clients reach their financial goals and is dedicated to providing them with the highest quality service. Norma is also a Registered Representative (Series 7, Series 6, Series 31, and Series 66) and a Registered Investment Advisor (Series 63). Norma is a member of the Financial Industry Regulatory Authority (FINRA) and has a strong track record of success in the financial services industry.
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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2
CA
10/21/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ROSEVILLE CA)
CA
01/01/2008 - 10/21/2022
WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)
CA
10/20/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LINCOLN HILLS CA)
CA
01/22/1998 - 04/15/1999
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 12/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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