Destiny FalconeCRD Number: 6932290
Current Firm: Wells Fargo Clearing Services, LLC
Destiny Falcone (CRD# 6932290) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Wyomissing, PA and has over 3 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Foresight Financial Planning LLC
|Wells Fargo Clearing Services, LLC||Stroudsberg, PA||Jan 2020 - Current||2|
|Wells Fargo Bank, Na||Stroudsberg, PA||Dec 2019 - Current||2|
|Fidelity Brokerage Services LLC||Center Valley, PA||Jun 2018 - Dec 2019||1|
|Citizens Securities, Inc.||Havertown, PA||Apr 2018 - Jun 2018||< 1|
|Citizens Bank||Havertown, PA||Mar 2018 - Jun 2018||< 1|
|Unemployed; Laid Off||Allentown, PA||Nov 2017 - Mar 2018||< 1|
|Wells Fargo Bank Na||Bethlehem, PA||May 2014 - Nov 2017||3|
|Claire's Boutique||Center Valley, PA||Nov 2013 - May 2014||< 1|
|Self Employed; Babysitter||Quakertown, PA||Nov 2010 - Nov 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2019|
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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