Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ondina? Claim Your ProfileOndina Clevenger is a financial advisor with over 23 years of experience in the industry. Ondina is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions with Morgan Stanley, Citigroup Global Markets Inc., and Wells Fargo Advisors, LLC. Ondina has a strong track record of providing investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and institutions. Ondina holds the Series 7, 63, 65, and SIE licenses, as well as the Series 6TO license for investment company products/variable contracts. Ondina is registered in 42 states and the District of Columbia and is committed to providing her clients with the highest level of service and expertise.
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
FL
11/16/2023 - Present
Wells Fargo Clearing Services, LLC (MIAMI FL)
FL
09/08/2022 - 10/17/2023
MORGAN STANLEY (Miami FL)
FL
05/13/2022 - 07/07/2022
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
12/15/2011 - 01/27/2022
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
07/19/2011 - 12/14/2011
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
01/26/2007 - 06/01/2011
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
10/13/2006 - 12/07/2006
CITICORP INVESTMENT SERVICES (MIAMI FL)
FL
10/01/2000 - 10/02/2006
WACHOVIA SECURITIES, LLC (MIAMI FL)
NC
06/16/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 12/13/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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