Marie Joy Estanislao Lomibao

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 12/2016
  Morgan Stanley
  Bethesda, MD
• 01/2015 → 12/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 12/2016 → Present
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD

Previous Registrations

• 2013-08-27 → 2016-12-06
  Morgan Stanley
  Bethesda, MD
• 2012-10-09 → 2012-11-06
  Campbell Wealth Management, Inc.
  Alexandria, VA
• 2006-05-08 → 2011-05-02
  Truist Investment Services, Inc.
  Norfolk, VA
  Norfolk, VA
  Norfolk, VA

Other Businesses

72JOYS LLC; INV. RELATED; VIRGINIA BEACH, VA; 100% OWNERSHIP; FINET; START DATE 3/7/2023; 160 HRS PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-05
• S63 Uniform Securities Agent State Law Examination
  1997-05-09

Other Names

• Marie Joy Estanislao Rodriguez
• Joy Rodriguez
• Marie Joy Rodriguez
• Marie Joy O Estanislao
• Marie Joy O Lomibao