Karina SilvestriCRD Number: 6737045
Current Firm: Wells Fargo Clearing Services, LLC
Karina Silvestri (CRD# 6737045) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Winston Salem, NC and has over 4 years of experience in the finance industry.
Ubs Financial Services Inc.
Avid Wealth Management, LLC
|Wells Fargo Clearing Services, LLC||Winston Salem, NC||Dec 2016 - Current||5|
|Wells Fargo Bank Na||Winston Salem, NC||Jul 2013 - Current||8|
|Pepsico||110 Reynolds Blvd, NC||Jan 2012 - Jul 2013||1|
|Homemaker||Lexington, NC||Aug 2008 - Jan 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2017|
|S65||NASAA Investment Advisors Law Examination||Oct 2018|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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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