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Sandeep S
CFP®, Series 66, Series 65, Series 63
Atlanta, GA
Wells Fargo Clearing
Sandeep Sood is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding CFP® and securities licenses Series 66, 65, and 63, and has 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Additionally, he serves as a conservator and guardian assisting a family member. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory services, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment evaluations.
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