Edward Varona, financial advisor Miami FL
93 score

Edward Varona

CRD Number: 5614292
Current Firm: Wells Fargo Advisors, LLC

Edward Varona (CRD# 5614292) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Miami, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Miami, FL May 2009 - Current 7
Wachovia Bank, N.a. Miami, FL Oct 2007 - May 2010 2
Wachovia Securities, LLC Miami, FL Nov 2008 - May 2009 < 1
La Beba's Pizzeria Inc. Miami, FL Jul 2005 - Nov 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Edward Varona
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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