Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tana? Claim Your ProfileTana Lee Norris is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Tana has been in the industry since January 2001. Tana is registered with the state of Alabama and Texas. Tana has a Series 7, Series 63 and Series 66. Tana is also registered with the state of Alabama and Texas. Tana's previous employer was Wells Fargo Clearing Services, LLC. Prior to that, Tana was with A. G. Edwards & Sons, Inc.
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
AL
01/05/2024 - Present
Wells Fargo Advisors Financial Network, LLC (GADSDEN AL)
AL
01/01/2008 - 01/05/2024
WELLS FARGO CLEARING SERVICES, LLC (GADSDEN AL)
AL
01/06/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GADSDEN AL)
BOTH
Issued 02/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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