Corine Hatch

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

• 08/2012 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 08/2012 → 10/2022
  Bank Of America, N.A.
  Phoenix, AZ
• 10/2022 → 01/2024
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 10/2022 → 01/2024
  Charles Schwab Premier Bank, Ssb
  Phoenix, AZ
• 04/2024 → Present
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
• 04/2024 → Present
  Wells Fargo Bank, Na
  Scottsdale, AZ

Previous Registrations

• 2022-11-17 → 2024-01-10
  Charles Schwab & Co., Inc.
  Austin, TX
  Phoenix, AZ
• 2012-12-10 → 2022-10-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Fountain Hills, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Fountain Hills, AZ
  Phoenix, AZ
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-07
• S63 Uniform Securities Agent State Law Examination
  1998-10-06

Other Names

• Corine Huckaby
• Corine Haten