Melville, NY 58 S Service Rd Office

Kevin Kehoe is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2022, he worked at JPMorgan Securities and JPMorgan Chase Bank from 2008 to 2022. Outside of his advisory role, he has ownership in DK Brooklyn Ave, LLC. 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 modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Keith Fuller is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Citibank, JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Bank of America. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Mario Hernandez is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2015 to 2019 before joining Wells Fargo in 2019. 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 grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.