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LENKA VILLANI
LENKA KEISTOVA, LENKA K MCCAA, LENKA KEISTOVA MCCAA, LENKA MCCAA
CRD#: 5533608
IA
B
WELLS FARGO ADVISORSCRD#: 19616 1230 US HWY 22
PHILLIPSBURG, NJ 08865
PHILLIPSBURG, NJ 08865
0
Disclosures
13
Years of Experience
View By:
State Registrations
B
California 4/25/2023
B
New York 11/26/2013
B
Colorado 5/5/2023
B
North Carolina 9/8/2020
B
Delaware 8/17/2023
B
Pennsylvania 9/25/2017
B
Florida 7/21/2022
IA
Pennsylvania 7/1/2024
B
New Jersey 11/26/2013
B
Texas 4/19/2022
IA
New Jersey 4/12/2021
IA
Texas 4/19/2022
SRO Registrations
B
B
B
B
B
B
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IA
Registered with this firm since 4/12/2021
B
Registered with this firm since 11/26/2013
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 09/22/2011 - 01/30/2012 | NAPLES, FL | |
B | 08/01/2011 - 08/30/2011 | NAPLES, FL | |
B | 09/09/2008 - 02/23/2010 | NAPLES, FL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.