Paola Carolina Pacheco

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

• 09/2009 → Present
  Wells Fargo Bank, N.A.
  Mesquite, TX
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Mesquite, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Mesquite, TX

Previous Registrations

• 2010-02-01 → 2011-01-03
  Wells Fargo Investments, Llc
  Mesquite, TX
• 2008-09-08 → 2009-05-26
  Wells Fargo Investments, Llc
  Midvale, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

RENTAL PROPERTY, INVT RELATED, ROWLETT, TX, 100% OWNERSHIP, START DATE 10/18/2021, 10 HRS PER MONTH, 0 HRS DURING TRADING, MANAGE PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-30

Other Names

• Paola Carolina Pacheco
• Paola Pacheco