Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronika? Claim Your ProfileVeronika Larot-annal is a financial advisor at Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in all 50 states. Veronika has been in the financial services industry since 2010 and has a wide range of experience in investment management, financial planning, and retirement planning. She is committed to helping her clients achieve their financial goals. Veronika is dedicated to providing her clients with personalized financial advice and guidance. Veronika holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. She is also a registered investment advisor in California. Veronika has been with Wells Fargo Clearing Services, LLC since 2022, and previously worked for Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC.
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
02/28/2023 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
CA
01/03/2011 - 12/06/2012
WELLS FARGO ADVISORS, LLC (VALLEJO CA)
CA
03/11/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (VALLEJO CA)
BOTH
Issued 02/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2010
Series 6 - Investment Company Products/Variable Contracts 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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