Denis Alier Valle

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Roseville, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Roseville, CA

Previous Registrations

• 2009-04-21 → 2011-01-03
  Wells Fargo Investments, Llc
  Roseville, CA
  Roseville, CA
• 2003-04-09 → 2009-04-20
  Banc Of America Investment Services, Inc.
  Roseville, CA
  Lincoln, CA
  Sacramento, CA
  Orangevale, CA
  Carmichael, CA
  Sacramento, CA
  Citrus Heights, CA
  Roseville, CA

Exams

• S66 Uniform Combined State Law Examination
  2003-04-07
• S63 Uniform Securities Agent State Law Examination
  2000-10-18

Other Names

• Denis Alier Valle