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Jennifer P

Series 66

Raleigh, NC

Wells Fargo Advisors

Jennifer Pettengill is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 24 years of industry experience. She has been associated with Wells Fargo Clearing and its related entities since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory role, she is an independent consultant for skincare products and crafts, and she works as a server in Morrisville, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and utilizes Wells Fargo 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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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 at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a FINRA arbitrator. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing in-house research and tools to develop customized recommendations.

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 at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and Wells Fargo Bank since 2014. Outside of his advisory role, he owns and operates Brick City Bees Inc., a small beekeeping business focused on the sale of honeybee products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of needs, including retirement, education, risk, and wealth-transfer planning. Advisors use proprietary research and planning tools to develop tailored recommendations delivered through meetings and summary letters, with clients deciding how to implement the advice.

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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