Stephanie Pettersson, financial advisor Reading PA

Stephanie Pettersson

CRD Number: 6493392
Current Firm: Wells Fargo Clearing Services, LLC

Stephanie Pettersson (CRD# 6493392) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Reading, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Reading, PA Nov 2016 - Current 5
Wells Fargo Advisors, LLC Reading, PA Jan 2011 - Nov 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2015
Contact Info for Stephanie A. Pettersson
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
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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