Stacey MollCRD Number: 1888290
Current Firm: Wells Fargo Clearing Services, LLC
Stacey Moll (CRD# 1888290) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Salem, OR and has over 28 years of experience in the finance industry.
True Private Wealth Advisors, LLC
H. Beck, Inc.
Sagepoint Financial, Inc.
|Wells Fargo Clearing Services, LLC||Salem, OR||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Salem, OR||May 2009 - Nov 2016||7|
|Wachovia Securities, LLC||Salem, OR||Jan 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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