Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Retha? Claim Your ProfileRetha Brown Hagood is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC, located in Birmingham, Alabama. Retha has been in the industry since 1986. Retha has a Series 7, Series 63 and Series 65 licenses. Retha has been registered with Wells Fargo Advisors Financial Network, LLC since May 2015. Before that, Retha was registered with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Retha's previous employers include UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Retha provides services such as investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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
AL
05/28/2015 - Present
Wells Fargo Advisors Financial Network, LLC (BIRMINGHAM AL)
AL
12/09/2008 - 06/02/2015
UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)
AL
01/23/1986 - 12/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
IA
Issued 09/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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