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Dareal H
Series 63, Series 66
Berkeley, CA
Wells Fargo Clearing
Dareal Harmon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at LPL Financial, BMO, J.P. Morgan, and First Republic, among others. Outside of finance, he is a business owner of several brands and works as a caregiver through in-home supportive services. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Scott A
Series 63, Series 65
Berkeley, CA
Wells Fargo Clearing
Scott Aster is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Wells Fargo Investments, LLC, from 2001 to 2011 and has been with Wells Fargo Clearing since 2016. 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 supports more than 14,000 financial advisors with both brokerage and advisory solutions.
Helen I
Series 63, Series 65
Berkeley, CA
Wells Fargo Clearing
Helen Irungu is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.
Jagmohan S
Series 63, Series 65
Berkeley, CA
Wells Fargo Clearing
Jagmohan Singh is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, also working at Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.
Pema T
Series 63, Series 65
Berkeley, CA
Wells Fargo Clearing
Pema Tenzin is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Bank since 2009. 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.
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