Shawn MuellerCRD Number: 6058219
Current Firm: Wells Fargo Clearing Services, LLC
Shawn Mueller (CRD# 6058219) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Grosse Pointe Woods, MI and has over 6 years of experience in the finance industry.
Plante Moran Financial Advisors
Savings Coach, LLC
|Wells Fargo Clearing Services, LLC||Birmingham, MI||Nov 2016 - Current||1|
|Wells Fargo Advisors||Birmingham, MI||May 2013 - Nov 2016||3|
|Pnc Investments||Shelby Township, MI||Jan 2013 - Mar 2013||< 1|
|Pnc Bank||Shelby Township, MI||Jan 2013 - Mar 2013||< 1|
|Bank Of America, N.a.||West Palm Beach, FL||Sep 2012 - Jan 2013||< 1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||West Palm Beach, FL||Apr 2012 - Jan 2013||< 1|
|Wells Fargo||Boynton Beach, FL||Nov 2011 - Apr 2012||< 1|
|Bank Of America||Los Angeles, CA||Nov 2010 - Nov 2011||1|
|Babies R Us||Los Angeles, CA||Jan 2008 - Jun 2011||3|
|Enterprise Rent-a-car||Los Angeles, CA||Oct 2010 - Nov 2010||< 1|
|Office Team||Los Angeles, CA||Feb 2010 - Oct 2010||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 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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