Teresa Maniere, financial advisor Grosse Pointe Woods MI
68 score

Teresa Maniere

CRD Number: 1085756
Current Firm: Wells Fargo Clearing Services, LLC

Teresa Maniere (CRD# 1085756) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Grosse Pointe Woods, MI and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Grosse Pointe Woods, MI Nov 2016 - Current 1
Wells Fargo Advisors LLC Grosse Pointe Woods, MI Feb 2009 - Nov 2016 7
N/a Grosse Pointe Park, MI Sep 2008 - Jan 2009 < 1
Morgan Stanley & Company, Incorporated Grosse Pointe, MI Apr 2007 - Aug 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Teresa Maniere
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
68

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