Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Priscilla? Claim Your ProfilePriscilla Renee Archuleta is a financial advisor with over 4 years of experience in the industry. Priscilla is currently registered with Wells Fargo Advisors Financial Network, LLC, and is licensed to provide investment advice in New Mexico. Prior to joining Wells Fargo Advisors, Priscilla worked with Wells Fargo Clearing Services, LLC in Roswell, NM. Priscilla has a strong background in financial planning, portfolio management, and investment consulting. She is committed to providing her clients with personalized financial advice that helps them achieve their 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.
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
NM
10/01/2021 - Present
Wells Fargo Advisors Financial Network, LLC (ROSWELL NM)
NM
06/13/2017 - 08/03/2021
WELLS FARGO CLEARING SERVICES, LLC (ROSWELL NM)
IA
Issued 09/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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