El Segundo, CA Rosecrans Ave Office

Nathaniel Velasco is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Alberto Suarez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., Wamu Investments, Inc., and Citigroup Global Markets. He also owns a personal security services business based in Chino, CA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to guide diversified investment strategies and offers a broad range of brokerage and advisory solutions.

Laura Arrevillaga is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having worked at Wells Fargo Bank, N.A. since 2004. 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 more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Jeffrey Park is a CFP® professional with 34 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Investments, LLC from 2005 to 2011. He is based in El Segundo, California. 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 from Wells Fargo Investment Institute.

Carissa Main is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank for a combined ten years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment advisory and plan benchmarking services. The firm’s approach is IPS-driven, grounded in modern portfolio theory, and includes discretionary options and a broader set of financial product offerings than typical for large institutional advisers.

Kristiane Sweeney is a financial advisor with Wells Fargo Clearing in El Segundo, CA. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Kristiane has been with Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment approach.

Daniel Hwang is a Series 66-licensed financial advisor with Wells Fargo Clearing in El Segundo, CA, with 13 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, managing approximately $671 billion in assets through more than 14,000 advisors. The firm offers a range of brokerage and advisory solutions and provides retirement plan services including consulting, investment selection, education, and performance reporting.

Sean Gauss is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at Merrill and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets and employing over 14,000 advisors.

David Kakuda is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Investments, Citigroup Global Markets, and Citicorp Investment Services. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Arman Harutyunyan is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at New York Life Insurance Company and Eagle Strategies. Outside of advisory work, he is a caregiver for In-Home Supportive Services. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Eddie Wada is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He previously worked at Merrill and UBS Financial Services before joining Wells Fargo in 2016. 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.

Jesse Hinojosa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and concurrently affiliated with Wells Fargo Bank, N.A. since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary services tailored to plan objectives, with an investment menu that notably includes insurance-related vehicles and bank deposit sweep options.

Dimitri Glavas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He previously worked at JP Morgan Securities LLC for seven years before joining Wells Fargo in 2021. Outside of his advisory role, he is involved in film production as a business owner. 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 advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Michael Soriano is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and with Wells Fargo Bank NA since 2014. Outside of his advisory role, he assists with a rental property owned jointly with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Darin Miller II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with Prudential Equity Group, LLC. 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, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.