Stergios TsoulisCRD Number: 2011734
Current Firm: Wells Fargo Clearing Services, LLC
Stergios Tsoulis (CRD# 2011734) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Wells Fargo Clearing Services, LLC||Saint Louis, MO||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Saint Louis, MO||May 2009 - Nov 2016||7|
|Wachovia Securities, LLC||St. Louis, MO||Jan 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2000|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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, WY