Frank GuerrieroCRD Number: 1245841
Current Firm: Wells Fargo Advisors, LLC
Frank Guerriero (CRD# 1245841) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Orlando, FL and has over 21 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Wells Fargo Advisors||Orlando, FL||Apr 2012 - Current||5|
|Pnc Investments||Orlando, FL||Nov 2009 - Apr 2012||2|
|Pnc Bank||Pittsburgh, PA||Nov 2009 - Apr 2012||2|
|National City Bank||Orlando, FL||Jun 2009 - Nov 2009||< 1|
|Natcity Investments, Inc.||Cleveland, OH||Jun 2009 - Nov 2009||< 1|
|Satias Capital Management, LLC||Orlando, FL||Oct 2007 - Apr 2009||1|
|Citigroup Global Markets Inc.||Winter Park, FL||Feb 2003 - Oct 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1996|
|S65||NASAA Investment Advisors Law Examination||Dec 2002|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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