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Sharon G

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Clearing

Sharon Gleckner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Her prior work includes roles at UBS Financial Services, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. She is based in Palm Beach Gardens, Florida. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Charles K

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Clearing

Charles Kramer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party data.

Retired Founder/Business Owner
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Peter L

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Clearing

Peter Lurier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for family investment-related matters. Wells Fargo Advisors is a national securities firm that delivers 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 range of brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Mark G

CFP®, Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Clearing

Mark Gleckner is a CFP® with 48 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services from 2002 to 2009. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, 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.

Retired Founder/Business Owner
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John C

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Clearing

John Cicillini is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He is based in Palm Beach Gardens, Florida. 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 manages approximately $671 billion in assets and offers services supported by research from Wells Fargo Investment Institute and third-party analytics.

Retired Founder/Business Owner
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Jeffrey K

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Clearing

Jeffrey Kaltman is a financial advisor with Wells Fargo Clearing in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent a year at Prudential Equity Group, LLC. 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 provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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