Maricela SantanaCRD Number: 5511320
Current Firm: Wells Fargo Advisors, LLC
Maricela Santana (CRD# 5511320) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Corona, CA and has over 9 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Rs Crum Inc.
Eclectic Associates, Inc.
|Wells Fargo Advisors LLC||Santa Ana, CA||Jan 2011 - Current||6|
|Wells Fargo Bank Na||Santa Ana, CA||Mar 2007 - Current||10|
|Well Fargo Investments, LLC||Santa Ana, CA||Mar 2008 - Jan 2011||2|
|Wells Fargo||Costa Mesa, CA||Dec 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV