Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parker? Claim Your ProfileParker Neil rima Coelho is a registered investment advisor representative for Wealthfront Advisers LLC, based out of Palo Alto, California. Parker has been in the securities industry since October 2015. Parker has a Series 66, Series 7 and a SIE license. Prior to joining Wealthfront Advisers LLC, Parker was a registered representative for Ameriprise Financial Services, Inc. in Kingsburg, CA. Parker specializes in working with high net worth individuals and corporations. Parker is registered to provide investment advice in California.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Revenue share with affiliate - bd
1
2
CA
01/12/2018 - Present
Wealthfront Advisers LLC (PALO ALTO CA)
CA
09/03/2015 - 12/06/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Kingsburg CA)
BOTH
Issued 11/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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