Susan EllenaCRD Number: 712663
Current Firm: Wells Fargo Clearing Services, LLC
Susan Ellena (CRD# 712663) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Irvine, CA and has over 35 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Wells Fargo Clearing Services, LLC||Irvine, CA||Nov 2016 - Current||5|
|Wells Fargo Advisors||Irvine, CA||Oct 2012 - Nov 2016||4|
|Morgan Stanley Smith Barney||Irvine, CA||Jun 2009 - Oct 2012||3|
|Citigroup Global Markets Inc.||Irvine, CA||Aug 1994 - Oct 2012||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1986|
|S65||NASAA Investment Advisors Law Examination||Nov 1992|
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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