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Brian R
Series 66
Miami, FL
Wells Fargo Advisors
Brian Rudenberg is a financial advisor at Wells Fargo Advisors in Miami, FL, with 13 years of industry experience and a Series 66 credential. He has been with Wells Fargo Advisors and its affiliated entities since 2012. Rudenberg is involved in investment-related business activities through ownership interests in BARBGR, LLC and BMANINVESTMENTS, LLC, which relate to a financial advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored client recommendations.
Joanna M
CFP®, Series 63, Series 65
Miami, FL
Wells Fargo Advisors
Joanna Mora is a CFP® professional with 46 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over a decade. She is also involved in a private investment-related business, JMCLM, LLC, in Miami, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products through a network of advisors.
Candice M
Series 63, Series 65
Miami, FL
Wells Fargo Advisors
Candice Mora is a financial advisor with Wells Fargo Advisors in Miami, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked with Wells Fargo Advisors and related entities since 2009. Outside of her advisory role, she has an ownership interest in JMCLM, LLC, a financial practice based in Miami. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.
Bruce R
Series 63, Series 65
Miami, FL
Wells Fargo Advisors
Bruce Rudenberg is a financial advisor with Wells Fargo Advisors in Miami, FL, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. In addition to his advisory role, he is involved in investment-related business activities through ownership in BARBGR, LLC and CHITOWNRUDEY, LLC, which operate his FINET practice. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and tools to develop recommendations delivered in meetings and summary letters, with optional implementation through various brokerage and advisory programs.
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