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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanis? Claim Your ProfileStanis Pasgard is a financial advisor registered with Wells Fargo Clearing Services, LLC in EXCELSIOR, MN. Stanis is an investment advisor representative with licenses in Minnesota. Stanis has been in the industry since 2018, having worked for both Wells Fargo Bank, NA and Wells Fargo Clearing Services, LLC. Stanis has been active in the securities industry since June 2023 and has passed both the Series 65 Uniform Investment Adviser Law Examination and the Series 63 Uniform Securities Agent State Law Examination. Stanis also holds the Series 6TO Investment Company Products/Variable Contracts Representative Examination and the SIE Securities Industry Essentials Examination licenses.
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
MN
07/25/2023 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
IA
Issued 07/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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