Justin FornataroCRD Number: 5951683
Current Firm: Wells Fargo Clearing Services, LLC
Justin Fornataro (CRD# 5951683) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sarasota, FL and has over 6 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Wells Fargo Clearing Services, LLC||Venice, FL||Nov 2016 - Current||1|
|Wells Fargo Bank Na||Venice, FL||Jan 2013 - Current||5|
|Wells Fargo Advisors LLC||Venice, FL||Jan 2013 - Nov 2016||3|
|Bank Of America, N.a.||Bradenton, FL||Nov 2011 - Jan 2013||1|
|Merrill Lynch, Pierce, Fenner And Smith||Bradenton, FL||Jun 2011 - Jan 2013||1|
|National Commercial Lending||Myrtle Beach, SC||Nov 2010 - Jun 2011||< 1|
|Hazleton Area School District||Hazleton, PA||Mar 2009 - Nov 2010||1|
|King's College||Wilkes-barre, PA||Jan 2007 - May 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
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
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