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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stafford? Claim Your ProfileStafford Viator is a financial advisor with over 30 years of experience in the industry. Stafford is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since June 2016. Prior to that, Stafford worked for WELLS FARGO ADVISORS, LLC. Stafford has a wide range of experience in the financial services industry, including portfolio management for individuals and businesses, investment consulting, and financial planning. Stafford is also a Registered Representative with FINRA and has passed the Series 63 and Series 65 exams, as well as the SIE and Series 7 exams. Stafford specializes in working with high-net-worth individuals, corporations, and other businesses. Stafford has a strong track record of success and is committed to providing his clients with the highest level of service.
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
LA
06/03/2016 - Present
Wells Fargo Advisors Financial Network, LLC (METAIRIE LA)
LA
02/18/2005 - 06/03/2016
WELLS FARGO ADVISORS, LLC (NEW ORLEANS LA)
NY
07/31/1993 - 02/25/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/17/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/21/1987 - 08/26/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 07/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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