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Jennifer P

Series 66

Raleigh, NC

Wells Fargo Advisors

Jennifer Pettengill is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation and bringing 24 years of industry experience. Her career has been primarily with Wells Fargo Clearing Services and Wells Fargo Advisors since 2009. Outside of her advisory role, she is an independent consultant for skincare product sales and crafting sales, and she works part-time as a server. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients, with specialized planning options for clients meeting certain net-worth thresholds.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brian M

Series 66

Raleigh, NC

Wells Fargo Advisors

Brian McNiff is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Wells Fargo Advisors in Raleigh, NC. His prior experience includes positions at Bank of America, N.A., and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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 wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brian S

Series 63, Series 65

Raleigh, NC

Wells Fargo Advisors

Brian Shobert is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Wells Fargo in various capacities since 2009. In addition to his advisory role, he serves as a FINRA arbitrator, assisting in dispute resolution. 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 utilizing proprietary research and tools, with advisors delivering tailored recommendations on a discrete engagement basis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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James R

Series 63, Series 65

Raleigh, NC

Wells Fargo Advisors

James Rosensteel Jr. is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been associated with various Wells Fargo entities since 2014. Outside of his advisory work, he owns and operates a beekeeping business that sells honeybee products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, integrating advisory services with banking, lending, and trustee solutions.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher F

Series 66

Raleigh, NC

Wells Fargo Advisors

Christopher Felts is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at UBS Financial Services before joining Wells Fargo Clearing Services in 2018. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche areas such as business-owner transition and special-needs analysis, using research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Michael L

Series 66

Raleigh, NC

Wells Fargo Advisors

Michael Loureiro is a Series 66-licensed financial advisor with Wells Fargo Advisors in Raleigh, NC, and has eight years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for ten years before joining Wells Fargo Clearing Services in 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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