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Aracely F
Series 63, Series 65
Piedmont, CA
Wells Fargo Clearing
Aracely Flores Chavez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2017 and has been associated with Wells Fargo Bank NA since 2013. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Anupa P
Series 63, Series 65
Piedmont, CA
Wells Fargo Clearing
Anupa Pandey is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
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