Melinda Lea Bates

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
  Reno, NV
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Reno, NV

Previous Registrations

• 2006-05-23 → 2011-01-03
  Wells Fargo Investments, Llc
  Reno, NV
  Battle Mountain, NV
  Elko, NV
  Elko, NV
  Lovelock, NV
  Winnemucca, NV
  Reno, NV
  Reno, NV
  Sparks, NV
• 2002-09-10 → 2006-04-25
  Wells Fargo Investments, Llc
  Reno, NV
  Reno, NV

Other Businesses

SCHEEL'S, NOT INV RELATED, THE COLONY, TX, CUSTOMER SERVICE AGENT, START: 8/7/2023, 50 HOURS A MONTH, 0 HOURS DURING TRADING, SPORTING GOODS STORE.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-09

Other Names

• Melinda Lea Gelber
• Melinda Lea Jorgenson
• Melinda Lea Jorgenson