Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rocco? Claim Your ProfileRocco Bianchi is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Rocco has been in the financial industry since 2000. Rocco holds Series 6, 7, 24, 63 and 66 licenses. Rocco is registered to provide investment advice in 26 states, including Arizona, Texas, California, Florida, and New York. Rocco works with a variety of clients, including individuals, corporations, and charitable organizations. Rocco provides financial planning, investment management, and other advisory services.
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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AZ
06/23/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Scottsdale AZ)
AZ
01/03/2011 - 06/23/2023
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
06/26/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
AZ
06/13/2003 - 06/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHANDLER AZ)
NY
02/05/2002 - 06/18/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
03/10/1997 - 12/31/1998
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 02/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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