Unclaimed
Polina Nocera is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Polina has been in the financial services industry for over 12 years. Polina holds licenses in both Ohio and Texas and provides services to individuals, corporations, and charitable organizations. Polina has previously worked at Lincoln Investment and Capital Analysts, Incorporated.
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
OH
04/30/2024 - Present
Wells Fargo Advisors Financial Network, LLC (TROY OH)
OH
06/01/2012 - 04/09/2021
LINCOLN INVESTMENT (WORTHINGTON OH)
OH
04/10/2012 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WORTHINGTON OH)
PA
03/01/2010 - 03/27/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)
BC
Issued 08/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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