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Randy P
Series 63, Series 65
Conshohocken, PA
Wells Fargo Clearing
Randy Pludo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Bank, NA, Wells Fargo Advisors, LLC, and Citizens Securities, Inc. Outside of his advisory work, he is involved as a content creator in a business focused on healthy sustainable lifestyles. 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.
Daniel M
Series 66
Conshohocken, PA
Wells Fargo Clearing
Daniel Mitchell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at RBC Capital Markets and UBS Financial Services. He has been with Wells Fargo-affiliated firms 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
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