Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shayla? Claim Your ProfileShayla Vieira is a financial advisor with Wells Fargo Clearing Services, LLC, registered in 33 states and holding Series 7, 63, and 66 licenses. Shayla has been in the financial services industry since August 4, 2019, and her areas of expertise include fixed income, mutual funds, variable annuities, and stocks. Shayla provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and investment consulting. She is committed to helping clients achieve their financial goals and providing personalized advice and guidance.
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
FL
08/05/2019 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
BC
Issued 08/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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