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Diane L
Series 63, Series 66
Red Bank, NJ
Wells Fargo Clearing
Diane Lassota Carter is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 designations and offering 27 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wachovia Bank, N.A. since 2002. 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.
Kenneth D
Series 63, Series 66
Red Bank, NJ
Wells Fargo Clearing
Kenneth Dammann is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he manages rental properties in New Jersey. 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 combines proprietary research and third-party analytics to offer brokerage and advisory solutions across a broad range of financial products.
Michelle K
Series 63, Series 66
Red Bank, NJ
Wells Fargo Clearing
Michelle Kraus is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes roles at Wells Fargo Bank, Santander Securities, and Lisa Patchell, State Farm Agent. 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.
Anthony F
Series 63, Series 65
Red Bank, NJ
Wells Fargo Clearing
Anthony Ferrara is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also been associated with FJS since 1978. 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 through a large network of advisors and offers both brokerage and advisory solutions.
Christopher K
Series 63, Series 66
Red Bank, NJ
Wells Fargo Clearing
Christopher Keegan is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and Chase Investment Services. Keegan is based in Red Bank, NJ. 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 employs over 14,000 financial advisors.
Asgher A
Series 66
Red Bank, NJ
Wells Fargo Clearing
Asgher Ali is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Citibank, Universal Protection Services LLC, and Cell Tell Wireless. 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.
Stephen K
Series 66
Red Bank, NJ
Wells Fargo Clearing
Stephen Kroll is a financial advisor at Wells Fargo Clearing with 22 years of industry experience and holds a Series 66 designation. He 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.
Christopher C
Series 63, Series 66
Red Bank, NJ
Wells Fargo Clearing
Christopher Churney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm providing 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 with over 14,000 financial advisors, offering both brokerage and advisory solutions.
Ken T
Series 63, Series 65
Red Bank, NJ
Wells Fargo Clearing
Ken Terranova is a financial advisor with Wells Fargo Clearing based in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes six years at PGIM Investments LLC before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.
Jesus M
Series 66
Red Bank, NJ
Wells Fargo Clearing
Jesus Milara is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2010 to 2014. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with more than 14,000 financial advisors. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.
Mohammed K
Series 63, Series 66
Red Bank, NJ
Wells Fargo Clearing
Mohammed Korany is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2009. In addition to his financial career, he has been employed at McDonald's since 2004. Wells Fargo Advisors is a national securities firm providing 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.
Laura B
Series 63, Series 66
Red Bank, NJ
Wells Fargo Clearing
Laura Bozek is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2011, with a one-year tenure at Santander Securities LLC in between. Outside of her advisory role, she serves as power of attorney for her father. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.
Michael C
Series 63, Series 65, Series 66
Red Bank, NJ
Wells Fargo Clearing
Michael Corsey is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63, Series 65, and Series 66 licenses and bringing 35 years of industry experience. His prior work includes roles at Wachovia Bank, Citigroup Global Markets, and multiple tenures with Wells Fargo Clearing. Outside of finance, he owns and operates a photography business focused on event photography. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and offers both brokerage and advisory solutions across a large platform.
Jonathan S
Series 63, Series 66
Red Bank, NJ
Wells Fargo Clearing
Jonathan Schlenger is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Bank and PNC Wealth Management. 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.
Tonnianne M
Series 63
Red Bank, NJ
Wells Fargo Clearing
Tonnianne Muller is a Series 63-registered financial advisor with Wells Fargo Clearing Services, LLC, based in Red Bank, NJ. She has six years of industry experience, including roles at Wells Fargo Bank, NA since 2016 and Wells Fargo Clearing since 2019. 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.
Michael S
Series 63, Series 65
Red Bank, NJ
Wells Fargo Clearing
Michael Stagliano is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics through Wells Fargo Investment Institute.
William O
Series 63, Series 66
Red Bank, NJ
Wells Fargo Clearing
William O'Brien is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including J.P. Morgan Securities, Merrill, and The Prudential Insurance Company of America. Outside of his advisory role, he works as a rideshare driver for both Uber and Lyft. 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 roughly $671 billion in assets and provides a blend of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.
Francis L
Series 63, Series 66
Red Bank, NJ
Wells Fargo Clearing
Francis Lucash is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Wells Fargo since 2016 and has been with Wachovia Bank since 1999. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Eric S
Series 63, Series 66
Red Bank, NJ
Wells Fargo Clearing
Eric Sweeney is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.
Joseph S
Series 66, Series 63
Red Bank, NJ
Wells Fargo Clearing
Joseph Segreto is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise and David Lerner Associates. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.
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