Stephanie GonzalezCRD Number: 5332712
Current Firm: Wells Fargo Clearing Services, LLC
Stephanie Gonzalez (CRD# 5332712) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Dallas, TX and has over 15 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Wells Fargo Clearing Services, LLC||Dallas, TX||Aug 2019 - Current||3|
|J.p. Morgan Chase Bank, Na||Dallas, TX||Jan 2017 - May 2019||2|
|Jpmorgan Securities Inc.||San Antonio, TX||Apr 2007 - May 2019||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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, WY
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