Best Investors Account Sign in

Meagan Shonay Daniels

Wells Fargo Clearing Services, LLC

Fresno, CA

Visalia, CA

Claim This Profile
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
CA RA APPROVED 2023-06-06
  • CA RA
    APPROVED
    Since 2023-06-06

Branch Locations

6781 N Palm Ave Ste 201 [Nt/Nv-Rbo], Fresno, CA 93704 • United States

414 W Main St, Visalia, CA 93291 • 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
First Command Brokerage Service Inc Fort Worth TX 12/2020 11/2022
California State University: Fresno Fresno CA 08/2017 01/2020
California State University: Fresno Fresno CA 08/2013 12/2019
Unemployed Fresno CA 01/2020 10/2020
First Command Brokerage Services, Inc Fort Worth TX 11/2022 03/2023
First Command Advisory Services , Inc Fort Worth TX 11/2022 03/2023
First Command Insurance Services , Inc Fort Worth TX 11/2022 03/2023
Gary V Burrows Lemoore CA 06/2022 11/2022
Flex Technology Group Clovis CA 10/2020 05/2021
Wells Fargo Clearing Services, Llc Hanford CA 05/2023 Present
Wells Fargo Bank, Na Hanford CA 04/2023 Present
  • 12/2020 → 11/2022
    First Command Brokerage Service Inc
    Fort Worth, TX
  • 08/2017 → 01/2020
    California State University: Fresno
    Fresno, CA
  • 08/2013 → 12/2019
    California State University: Fresno
    Fresno, CA
  • 01/2020 → 10/2020
    Unemployed
    Fresno, CA
  • 11/2022 → 03/2023
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 11/2022 → 03/2023
    First Command Advisory Services , Inc
    Fort Worth, TX
  • 11/2022 → 03/2023
    First Command Insurance Services , Inc
    Fort Worth, TX
  • 06/2022 → 11/2022
    Gary V Burrows
    Lemoore, CA
  • 10/2020 → 05/2021
    Flex Technology Group
    Clovis, CA
  • 05/2023 → Present
    Wells Fargo Clearing Services, Llc
    Hanford, CA
  • 04/2023 → Present
    Wells Fargo Bank, Na
    Hanford, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-27
  • S66 Uniform Combined State Law Examination
    2022-09-27
Other Names
  • Meagan Shonay Daniels
  • Meagan S Daniels

View on SEC IAPD

Other Firms

MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
USI ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PERENNIAL FINANCIAL SERVICES
LPL FINANCIAL LLC
BEACON POINTE ADVISORS, LLC
MOTIV8 INVESTMENTS LLC

Other Investors

JASON RICHARD AHRONIAN
JEBBER JAKE COZZI
DAVID NEAL BAKER
Marc A Maguire
SCOTT PATRICK YOUNG
Kimberly Jean Gambero
ANTOINETTE ROBINSON
Cherlyn S Rugg

Other Offices

MORGAN STANLEY · Fresno, CA
RBC CAPITAL MARKETS, LLC · FRESNO, CA
USI ADVISORS · Fresno, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRESNO, CA
PERENNIAL FINANCIAL SERVICES · Fresno, CA
PERENNIAL FINANCIAL SERVICES · Fresno, CA
LPL FINANCIAL LLC · FRESNO, CA
BEACON POINTE ADVISORS, LLC · FRESNO, CA

More in Fresno, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor