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Stacey A
Series 63, Series 66
Chico, CA
Wells Fargo Clearing
Stacey Axtell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Gregorio B
Series 66
Chico, CA
Wells Fargo Clearing
Gregorio Beck is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and possessing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. He is based in Chico, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
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