Joanne MaguireCRD Number: 5413240
Current Firm: Wells Fargo Clearing Services, LLC
Joanne Maguire (CRD# 5413240) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Virginia Beach, VA and has over 10 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Wells Fargo Clearing Services, LLC||Virginia Beach, VA||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Virginia Beach, VA||May 2009 - Nov 2016||7|
|Wachovia Securities, LLC||Virginia Beach, VA||Jul 2007 - May 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
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