Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Javier Tello is an Investment Advisor Representative associated with Wells Fargo Clearing Services, LLC. Sergio has been in the industry since 1997 and is currently registered with the Securities and Exchange Commission (SEC) as well as with several states. His background includes previous experience with SunTrust Investment Services, Inc., Financial Network Investment Corporation, and American Express Financial Advisors Inc. He has a variety of experience, including financial planning, pension consulting and portfolio management for individuals and businesses.
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
VA
10/07/2010 - Present
Wells Fargo Clearing Services, LLC (GREAT FALLS VA)
MD
03/26/2002 - 12/15/2009
SUNTRUST INVESTMENT SERVICES, INC. (ROCKVILLE MD)
CA
10/23/2000 - 02/21/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
03/26/1997 - 07/28/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/26/1997 - 07/28/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sergio Tello is the right advisor for you? Invested Better is here to help.
