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Eric L

Series 63, Series 65

Monticello, MN

Wells Fargo Clearing

Eric Lindquist is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2004 to 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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James B

Series 63, Series 65

Monticello, MN

Wells Fargo Clearing

James Becker is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Deveshwar P

Series 63

Monticello, MN

Wells Fargo Clearing

Deveshwar Persaud is a financial advisor at Wells Fargo Clearing with 15 years of industry experience and a Series 63 designation. He has worked with Wells Fargo since 2011, including 10 years at Wells Fargo Clearing. Outside of his advisory role, he owns and operates a handyman services business in Monticello, MN. 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.

Retired Founder/Business Owner
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