Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tricia? Claim Your ProfileTricia Novello is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Fort Myers, Florida. Tricia has been in the financial industry since 2003 and holds Series 7, Series 63, and SIE licenses. She has a proven track record of providing financial planning and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Tricia was previously with WELLS FARGO CLEARING SERVICES, LLC, also in Fort Myers, and before that with PRUDENTIAL SECURITIES INCORPORATED in New York, NY.
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
FL
07/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Fort Myers FL)
FL
07/01/2003 - 07/20/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
NY
06/02/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 07/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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