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Efrain V
Series 63, Series 65
Santa Barbara, CA
Wells Fargo Clearing
Efrain Vera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Wells Fargo-related entities since 2012. 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.
Joseph H
Series 63, Series 65
Santa Barbara, CA
Wells Fargo Clearing
Joseph Harter III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has previously worked at J.P. Morgan Securities and Wells Fargo Advisors LLC. 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 integrates research from Wells Fargo Investment Institute alongside third-party resources in its investment approach.
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