Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you T.j.? Claim Your ProfileT.j. Cheriaparampil is a registered representative with Wells Fargo Clearing Services, LLC, located in Melville, NY. T.j. has been in the industry for 20 years, working previously with DAVID LERNER ASSOCIATES, INC. T.j. holds a Series 7, Series 63 and Series 66 license and is registered in 16 states. T.j. has been associated with Wells Fargo Advisors LLC since September 2015 and Wells Fargo Clearing Services, LLC since November 2016. T.j.'s firm, Wells Fargo Clearing Services, LLC, is a large firm providing investment advisory services to high-net-worth individuals, corporations, and other institutions. T.j. specializes in providing investment consulting services to institutional clients, financial planning, 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
NY
04/26/2016 - Present
Wells Fargo Clearing Services, LLC (MELVILLE NY)
NY
12/11/2001 - 09/30/2015
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 10/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2001
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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