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Anthony M

Series 63, Series 65

Bradenton, FL

Wells Fargo Clearing

Anthony Meyer is a financial advisor with Wells Fargo Clearing in Bradenton, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. He worked at Merrill from 1998 to 2007 before joining Wells Fargo Clearing in 2016. Meyer is a partial owner of University Club Group, LLC, a real estate business based in Carol Stream, IL. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Lisa T

Series 66

Bradenton, FL

Wells Fargo Clearing

Lisa Turner is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Citigroup Global Markets. She is based in Bradenton, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide investment selection within a large-scale platform.

Retired Founder/Business Owner
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Thomas C

ChFC®, Series 63, Series 65

Bradenton, FL

Wells Fargo Clearing

Thomas Cosinuke is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including 20 years at UBS Financial Services and over 7 years with Wells Fargo Clearing. Outside of his advisory work, he serves as a trustee for several family investment trusts. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Jeffrey L

CFP®, Series 63, Series 65

Bradenton, FL

Wells Fargo Clearing

Jeffrey Lashway is a CFP® with 34 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and is based in Bradenton, FL. 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 manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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