Anthony Morea
- Role
- Regional Supervisor at Wells Fargo Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Anthony Morea
I have worked in the Financial Industry since 1995. I have worked in many areas in the…
Experience
Regional Supervisor
Sep 2019 — Present
Regional Supervisor at Wells Fargo Advisors
Skills
- Options
- Asset Management
- Trading
- Performance Management
- Investment Strategies
- Finance
- Financial Advisory
- Investment Advisory
- Financial Audits
- Series 7
- Iras
- Back Office
- Business Development
- Bonds
- Etfs
- Asset Allocation
- Equities
- Uniform Combined State Law
- Stocks
- Management
- Sales
- Retirement Planning
- Equity Trading
- Wealth Management Services
- Financial Services
- Funding
- Investments
- Series 9 & 10
- Finra
- Customer Service
- Internal Audit
- Coaching
- Stock Market
- Securities
- Wealth Management
- Sales Process
- Series 63
- Crm
- Portfolio Management
- General Securities Principal
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