Carol VoloshenCRD Number: 4617384
Current Firm: Wells Fargo Clearing Services, LLC
Carol Voloshen (CRD# 4617384) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sioux City, IA and has over 9 years of experience in the finance industry.
Thrivent Investment Management Inc.
Ameriprise Financial Services, Inc.
Woodbury Financial Services, Inc.
|Wells Fargo Clearing Services, LLC||Sioux City, IA||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Sioux City, IA||Jan 2011 - Nov 2016||5|
|Wells Fargo Investments, LLC||Sioux City, IA||Sep 2007 - Jan 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
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