Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfredo? Claim Your ProfileWilfredo Nevarez is a financial advisor with over 15 years of experience in the industry. Wilfredo is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with J.P. Morgan Securities LLC, BANCWEST INVESTMENT SERVICES, INC., and MORGAN STANLEY. Wilfredo holds the Series 7, Series 63 and Series 65 licenses, as well as the Securities Industry Essentials (SIE) Exam. Wilfredo specializes in providing investment consulting services, financial planning, pension consulting and selection of other advisers.
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
06/13/2018 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
CA
01/16/2018 - 05/24/2018
J.P. MORGAN SECURITIES LLC (Mill Valley CA)
CA
06/26/2017 - 01/17/2018
BANCWEST INVESTMENT SERVICES, INC. (LARKSPUR CA)
CA
05/29/2014 - 06/15/2017
WELLS FARGO CLEARING SERVICES, LLC (MILL VALLEY CA)
CA
06/20/2013 - 03/12/2014
MORGAN STANLEY (SAN RAFAEL CA)
CA
02/20/2013 - 03/25/2013
SUTTER SECURITIES INCORPORATED (IRVINE CA)
CA
11/03/2004 - 03/20/2012
JMP SECURITIES LLC (SAN FRANCISCO CA)
NY
07/17/2001 - 03/21/2003
CONIFER SECURITIES LLC (NEW YORK NY)
IA
Issued 07/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
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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