Dimitri NarcisseCRD Number: 6908184
Current Firm: Wells Fargo Clearing Services, LLC
Dimitri Narcisse (CRD# 6908184) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Vero Beach, FL and has over 2 years of experience in the finance industry.
Fidelity Personal And Workplace Advisors
Securities Research, Inc.
Ubs Financial Services Inc.
|Wells Fargo Clearing Services, LLC||Vero Beach, FL||May 2019 - Current||3|
|Wells Fargo Bank, Na||Vero Beach, FL||Mar 2014 - Current||8|
|Publix Super Market||Vero Beach, FL||Feb 2011 - Current||11|
|Wells Fargo Clearing Services, LLC||Vero Beach, FL||Feb 2018 - Jul 2018||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2019|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
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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