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Jonathan S
CFP®, Series 63, Series 66
Largo, FL
Wells Fargo Clearing
Jonathan Symmes is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has prior experience with Wachovia Bank, N.A. since 2009. He is based in Largo, FL. 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.
Mark P
Series 66
Largo, FL
Wells Fargo Clearing
Mark Peterman is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Largo, FL. He has 14 years of experience in the industry 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 combines research-driven investment strategies with a broad range of brokerage and advisory solutions.
Michael K
Series 63, Series 65
Largo, FL
Wells Fargo Clearing
Michael Kuruzovich is a financial advisor with Wells Fargo Clearing in Largo, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1996 to 2003. 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 and analytics.
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