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Edward S
Series 63, Series 65
San Diego, CA
Wells Fargo Clearing
Edward Signaigo III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes 15 years at Merrill and four years at Morgan Stanley. He is based in San Diego, CA. 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 brokerage and advisory solutions, managing roughly $671 billion in assets through a network of over 14,000 financial advisors.
Elizabeth S
Series 66
San Diego, CA
Wells Fargo Clearing
Elizabeth Sanchez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and has prior experience with Morgan Stanley, Morgan Stanley Private Bank, Merrill, Invest Financial Corporation, and Banc of America Investment Services. 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.
Danielle A
Series 63, Series 66
San Diego, CA
Wells Fargo Clearing
Danielle Andrew is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2011. Outside of her advisory role, she works as a bartender at Reds Whites Brews in Ramona, CA. 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.
Toby F
Series 66
San Diego, CA
Wells Fargo Clearing
Toby Ferner is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at UBS Financial Services and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets and employing over 14,000 advisors.
Christopher J
Series 63, Series 65
San Diego, CA
Wells Fargo Clearing
Christopher Jette is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 13 years. Outside of his advisory role, he has a part ownership interest in a rental property in Escondido, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Jessica C
Series 66
San Diego, CA
Wells Fargo Clearing
Jessica Cuevas is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.
Blake F
CFP®, Series 63, Series 65
San Diego, CA
Wells Fargo Clearing
Blake Foster is a CFP®-certified financial advisor with 30 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 1997 to 2003. Foster is based in San Diego, CA. 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 a range of brokerage and advisory solutions supported by research and analytics.
Kevin C
Series 63, Series 65
San Diego, CA
Wells Fargo Clearing
Kevin Choi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Shareholders Service Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Michael M
Series 63, Series 65
San Diego, CA
Wells Fargo Clearing
Michael Muehl is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Juleane S
Series 66
San Diego, CA
Wells Fargo Clearing
Juleane Spittler is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services Inc. Outside of her advisory role, she is involved in family agricultural ventures through membership in farmland rental LLCs. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary services that include diverse financial products such as group annuity contracts and bank deposit sweep options.
David L
Series 63, Series 65
San Diego, CA
Wells Fargo Clearing
David Lu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Morgan Stanley & Co Inc for 10 years before joining Wells Fargo Clearing in 2019. 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 services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Douglas P
Series 63, Series 65
San Diego, CA
Wells Fargo Clearing
Douglas Peart is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016. Prior to that, he was with Prudential Equity Group, LLC for six years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets. The firm provides a range of brokerage and advisory solutions and employs research-driven investment evaluation methods.
Ryan L
Series 66
San Diego, CA
Wells Fargo Clearing
Ryan Locanto is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He previously worked at UBS Financial Services from 2000 to 2005 before joining Wells Fargo Clearing in 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.
Jasreen S
Series 66
San Diego, CA
Wells Fargo Clearing
Jasreen Sidhu is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo, she worked at Edward Jones, Morgan Stanley, BMO, First Foundation Bank, UBS, and Questrade Inc. Sidhu is also listed as CEO of a photography and videography business, Divine Mantra LA LLC, though it is currently not operating. 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 through over 14,000 advisors and offers a broad range of brokerage and advisory solutions.
William B
Series 63
San Diego, CA
Wells Fargo Clearing
William Bitsimis is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 42 years of industry experience. He has been with Wells Fargo Advisors LLC since 2015. 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 offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.
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