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Polina Nocera

15 Years of Experience
Troy, OH
BrokerSells Insurance

Polina Nocera is a registered investment advisor at Wells Fargo Advisors, based in Troy, OH, with 15 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

51 S Stanfield Rd, Troy, OH, 45373

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Polina works as an Investment Service Analyst for Shore Morgan Young, LLC and a Relationship Specialist for Private Wealth Strategies, L.L.C., spending full-time hours at each. She assists with investment and insurance operations, client services, portfolio reviews, trading, and supports the life insurance department.

Employment History
Current Registrations
Wells Fargo Advisors
May 2021 - Present · 5 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2021 - Present · 5 yrs
Previous Registrations
Lincoln InvestmentBroker
June 2012 - April 2021 · 8 yrs 10 mos
Capital Analysts, IncorporatedBroker
April 2012 - June 2012 · 2 mos
Northwestern Mutual Investment Services, LLCBroker
March 2010 - March 2012 · 2 yrs
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.