Aliona Afanase, financial advisor Matthews NC

Aliona Afanase

CRD Number: 6693752
Current Firm: Wells Fargo Clearing Services, LLC

Aliona Afanase (CRD# 6693752) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Matthews, NC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Matthews, NC Jan 2020 - Current < 1
Wells Fargo Bank, Na Matthews, NC Dec 2019 - Current < 1
Unemployed Matthews, NC Oct 2019 - Dec 2019 < 1
Bank Of America Sun City, AZ Apr 2019 - Sep 2019 < 1
Maricopa Community College Glendale, AZ Aug 2017 - May 2019 1
Language Connection El Mirage, AZ Sep 2018 - Apr 2019 < 1
Wells Fargo Clearing Services, LLC Phoenix, AZ Nov 2016 - Jul 2018 1
Wells Fargo Bank, Na Phoenix, AZ Nov 2014 - Jul 2018 3
Wells Fargo Advisors, LLC Phoenix, AZ Aug 2016 - Nov 2016 < 1
Maricopa Community College Glendale, AZ Jan 2016 - May 2016 < 1
Macy's Peoria, AZ Oct 2014 - Dec 2014 < 1
Pridestaff Phoenix, AZ Oct 2014 - Oct 2014 < 1
Unemployed Phoenix, AZ Jul 2014 - Sep 2014 < 1
Orange Moldova Chisinau, Aug 2010 - Jun 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2016
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Aliona Afanase
Phone Number: 314-875-3000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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