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Juliane Werner

Wells Fargo Clearing Services, LLC

Naples, FL

Fort Myers, FL

Naples, FL

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-07
TX RA APPROVED 2026-07-06
  • FL RA
    APPROVED
    Since 2026-07-07
  • TX RA
    APPROVED
    Since 2026-07-06

Branch Locations

9110 Strada Pl 3Rd Floor [F9-Rbo], Naples, FL 34108 • United States

15890 Summerlin Rd, Fort Myers, FL 33908 • United States

11075 Tamiami Trail N, Naples, FL 34108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, Na Fort Meyers FL 04/2013 06/2024
Wells Fargo Clearing Services, Llc Fort Meyers FL 02/2020 06/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 06/2024 07/2026
Bank Of America, N.A. Naples FL 08/2024 07/2026
Wells Fargo Clearing Services, Llc Naples FL 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-17
  • S66 Uniform Combined State Law Examination
    2020-09-17

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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