Petra Kuebler Kearney

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
  Santa Barbara, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Santa Barbara, CA

Previous Registrations

• 2009-03-24 → 2011-01-03
  Wells Fargo Investments, Llc
  Santa Barbara, CA
• 2009-01-05 → 2009-02-09
  Partnervest Advisory Services Llc
  Santa Barbara, CA
• 2007-08-21 → 2007-12-31
  Partnervest Advisory Services Llc
  Santa Barbara, CA
• 2007-07-24 → 2007-08-29
  Ubs Financial Services Inc.
  Santa Barbara, CA

Other Businesses

RENTAL PROPERTY, INV RELATED, GOLETA, CA, 100% OWNERSHIP, START DATE: 9/28/2018, 1 HR/MONTH, 1 HR DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-23

Other Names

• Petra Bernadette Kuebler
• Petra B Salmeron-Kuebler
• Petra Bernadette Salmeron-Kuebler
• Petra Bernadette Salmeron
• Petra Bernadette Kearney