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David H
Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
David Hester is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a brief period at Robert Baird & Co. In addition to his advisory work, he serves as a notary public and has ownership in a storage business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm uses research and analytics to evaluate investment options and offers a range of financial products through its bank and insurance affiliates.
Allen O
Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
Allen Olender is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent seven years at Prudential Equity Group, LLC. Olender serves as a trustee for multiple family and personal trusts, dedicating time to managing these fiduciary responsibilities. 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 employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.
Harvey M
Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
Harvey Markzon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and possessing 54 years of industry experience. He has been with Wells Fargo Advisors since 2011. 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.
Karin D
CFP®, Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
Karin Deline is a CFP® professional with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses and is based in Farmington Hills, Michigan. 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.
Patricia K
Series 66
Farmington Hills, MI
Wells Fargo Clearing
Patricia Keller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.
Ralph A
Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
Ralph Albers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and spent a decade at Ameriprise Financial Services prior to that. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.
Steven D
Series 63, Series 66
Farmington Hills, MI
Wells Fargo Clearing
Steven Dines is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and spent a year at Morgan Stanley in 2010. Outside of his advisory role, Dines serves as Treasurer for Congregation B'nai Israel and is a board member of the Pointe on Pleasant Lake Homeowners' Association. 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 both brokerage and advisory solutions with a focus on research-driven investment strategies.
Mark R
Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
Mark Rowley is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 credentials 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Nicholas J
Series 66
Farmington Hills, MI
Wells Fargo Clearing
Nicholas Jallos is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
David L
Series 66
Farmington Hills, MI
Wells Fargo Clearing
David Long Jr. is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Farmington Hills, MI. He has 20 years of industry experience, including roles at Merrill from 2006 to 2009 and 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, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.
Jennifer M
Series 66
Farmington Hills, MI
Wells Fargo Clearing
Jennifer Mihelic is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.
Gregory H
Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
Gregory Hill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent 11 years at Merrill. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.
Teddie E
CFP®, Series 66
Farmington Hills, MI
Wells Fargo Clearing
Teddie Eisenberg is a CFP®-certified financial advisor with 13 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. Based in Farmington Hills, MI, Eisenberg holds a Series 66 license and has spent a decade with Wells Fargo in advisory roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets through a network of more than 14,000 financial advisors, offering both brokerage and advisory solutions.
Stacy P
Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
Stacy Paulino is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials with 14 years of industry experience. She has worked at Wells Fargo Clearing since 2015, with a brief tenure at LPL Financial from 2021 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.
Richard G
Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
Richard Gurchak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he worked from 2009 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Jennifer M
Series 63
Farmington Hills, MI
Wells Fargo Clearing
Jennifer Mullett is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds a Series 63 designation 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and external sources.
Kenneth H
Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
Kenneth Harb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. He serves as a board member of the Livonia Brownfield Redevelopment Authority, where he participates in meetings and reviews tax credit issuances for underutilized real estate. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm integrates research and analytics with diversified investment principles and provides both brokerage and advisory solutions across a broad range of financial products.
Richard K
CFP®, Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
Richard Kurjian is a financial advisor with Wells Fargo Clearing in Farmington Hills, MI. He holds the CFP® designation along with Series 63 and 65 licenses and has 30 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at UBS Financial Services from 2010 to 2016. He serves as chairperson of the Investment Advisory Committee and Investment Fund for Saint Johns Armenian Church in Southfield, MI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.
Tamara C
Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
Tamara Ciesinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 25 years of industry experience. She 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, wrap-fee programs, and retirement plan consulting. 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 databases.
David B
Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
David Barash is a financial advisor with Wells Fargo Clearing in Farmington Hills, MI, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he serves as a commissioner for the West Bloomfield Parks and Recreation Commission. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary plan-level investment management. The firm’s approach includes a wide range of financial products, such as insurance-related vehicles and bank deposit sweep options.
Joseph A
Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
Joseph Anastasio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wells Fargo since 2016 and was previously with UBS Financial Services from 2010 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.
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