Stephanie PetterssonCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Rkl Wealth Management LLC
|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|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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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