Karina Silvestri, financial advisor Winston Salem NC

Karina Silvestri

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Karina Silvestri
Phone Number: 314-875-3000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
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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