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Jazmin S
Series 66
Alameda, CA
Wells Fargo Clearing
Jazmin Soriano is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank, nA since 2018. Her prior roles include positions at click away verizon and metro Pcs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.
Thu D
Series 63, Series 65
Alameda, CA
Wells Fargo Clearing
Thu Duong is a financial advisor with Wells Fargo Clearing in Alameda, CA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2013 and at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.
Ben S
Series 66
Alameda, CA
Wells Fargo Clearing
Ben Szeto is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and possessing 22 years of industry experience. He has worked with several firms in the financial sector, including Wells Fargo Bank NA and Chase Investment Services Corp. Outside of his advisory role, he is involved in rental property ownership in San Francisco. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services, supported by research from Wells Fargo Investment Institute and third-party databases.
May T
Series 66
Alameda, CA
Wells Fargo Clearing
May Tran is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has spent the majority of her career at Wells Fargo Clearing, with a brief tenure at Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, emphasizing research-driven investment strategies and a broad range of financial products.
Didem D
Series 66
Alameda, CA
Wells Fargo Clearing
Didem Deniz is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2018, including roles at Wells Fargo Bank and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.
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