Unclaimed
Stella Miretsky is a financial advisor with Wells Fargo Clearing Services, LLC. Stella has been in the financial industry since 1993. Stella is registered to provide investment advice in California and Texas. Stella has a wide range of experience, working for several firms including Bear, Stearns & Co. Inc. and Smith Barney Shearson Inc. Stella is committed to providing her clients with the highest quality financial 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
CA
11/10/2016 - Present
Wells Fargo Clearing Services, LLC (PALO ALTO CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/09/1995 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
02/18/1994 - 10/27/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
10/07/1993 - 01/31/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
IA
Issued 08/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
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
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