Maria Cristina Velasquez

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Miami, FL
• 11/2016 → 05/2022
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 06/2022 → 12/2022
  Truist Investment Services, Inc.
  Ft. Lauderdale, FL
• 06/2022 → 12/2022
  Truist Advisory Services, Inc.
  Ft. Lauderdale, FL
• 01/2023 → 04/2023
  Wells Fargo Bank
  Miami, FL
• 01/2023 → Present
  Wells Fargo Clearing Services
  Miami, FL

Previous Registrations

• 2022-07-13 → 2023-01-02
  Truist Advisory Services, Inc.
  Fort Lauderdale, FL
  Melbourne, FL
• 2007-03-13 → 2022-06-06
  Wells Fargo Clearing Services, Llc
  Miami, FL
  Miami, FL
  St. Louis, MO
  Miami, FL
  Charlotte, NC
  Miami, FL
  Miami, FL
• 2006-10-26 → 2007-01-09
  Wells Fargo Advisors Financial Network, Llc
  Miami Beach, FL
• 2005-03-07 → 2006-01-03
  Morgan Stanley Dw Inc.
  Miami, FL
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-19
• S63 Uniform Securities Agent State Law Examination
  2003-05-20

Other Names

• Maria Cristina Velasquez
• Maria Cristina Simmons