Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tejan? Claim Your ProfileTejan Farrell is a financial advisor with Wells Fargo Clearing Services, LLC. Tejan has been in the industry since 2007 and has experience with Edward Jones, Pruco Securities, LLC., HSBC Securities (USA) Inc., TD Ameritrade, Inc., E1 Asset Management, Inc., UBS International Inc. and Citigroup Global Markets Inc. Tejan is registered in Georgia as a broker-dealer and an investment advisor representative. Tejan is a holder of Series 7, Series 63, Series 66 and SIE exams.
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
GA
12/12/2023 - Present
Wells Fargo Clearing Services, LLC (CHAMBLEE GA)
MO
08/15/2023 - 09/26/2023
EDWARD JONES (ST. LOUIS MO)
GA
03/22/2022 - 08/08/2023
PRUCO SECURITIES, LLC. (Eatonton GA)
NY
08/29/2014 - 02/22/2022
HSBC SECURITIES (USA) INC. (BRONX NY)
NY
04/06/2010 - 07/23/2014
TD AMERITRADE, INC. (NEW YORK NY)
NY
02/12/2009 - 02/19/2009
E1 ASSET MANAGEMENT, INC. (NEW YORK NY)
NY
09/17/2007 - 11/17/2008
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
09/19/2005 - 09/17/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 07/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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