Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zuleika? Claim Your ProfileZuleika Flach is a registered representative with Wells Fargo Clearing Services, LLC, where has been employed since November 2016. Prior to that, Zuleika worked at Wells Fargo Investments, LLC from February 2009 until January 2011. Zuleika has been active in the securities industry since February 2009. Zuleika holds Series 7, Series 9, Series 10, Series 63 and Series 66 licenses and the SIE exam. Zuleika is registered in 53 states and the District of Columbia, and is approved to provide investment advisory services in Texas.
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
TX
01/09/2013 - Present
Wells Fargo Clearing Services, LLC (SAN ANTONIO TX)
TX
02/26/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN ANTONIO TX)
BOTH
Issued 12/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2009
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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