Elizabeth Karen Geesin

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

• 05/1997 → Present
  Tupperware
  Cedar Park, TX
• 09/2008 → Present
  Wells Fargo Bank, N.A.
  Round Rock, TX
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Round Rock, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Round Rock, TX

Previous Registrations

• 2008-08-04 → 2011-01-03
  Wells Fargo Investments, Llc
  Austin, TX
  Round Rock, TX

Other Businesses

BLUESTONE CELLARS LLC DBA SCOUNT AND CELLAR WINE, INV RELATED, AUSTIN, TX, 100% OWNERSHIP, START 4/30/24, 20 HRS PER MONTH, 0 HRS DURING TRADING, INDEPENDENT WINE CONSULTANT;

Exams

• S66 Uniform Combined State Law Examination
  2008-08-01

Other Names

• Betsy Bluestone
• Elizabeth Karen Geesin