Ivana LienauCRD Number: 7215737
Current Firm: Wells Fargo Clearing Services, LLC
Ivana Lienau (CRD# 7215737) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Spring Hill, FL and has 1 year of experience in the finance industry.
Avantax Advisory Services
Wells Fargo Clearing Services, LLC
|Wells Fargo Clearing Services, LLC||Springhill, FL||Aug 2021 - Current||< 1|
|Upwork||Spring Hill, FL||Dec 2019 - Current||2|
|Wells Fargo Bank, Na||Springhill, FL||Nov 2016 - Current||5|
|Wells Fargo Clearing Services, LLC||Springhill, FL||Jan 2020 - Aug 2021||1|
|Wells Fargo Bank, Na||Springhill, FL||Nov 2016 - Aug 2021||4|
|Not Employed||Spring Hill, FL||May 2016 - Nov 2016||< 1|
|Not Employed||Belgrade,||Oct 2013 - May 2016||2|
|The Body Shop||Bedford,||Jan 2013 - Oct 2013||< 1|
|The Body Shop||Bedford,||Nov 2012 - Jan 2013||< 1|
|The Body Shop||Dartmouth,||Dec 2010 - Nov 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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
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