Luisa Fernanda Montana

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

• 07/2021 → Present
  Wells Fargo Clearing Services, Llc
  Chula Vista, CA
• 04/2016 → Present
  Wells Fargo Bank, Na
  Chula Vista, CA

Other Businesses

UBER; NOT INV RELATED; SAN FRANCISCO, CA; DELIVERY DRIVER; START DATE 10/9/2023; 20 HOURS PER MONTH; 0 DURING TRADING; DELIVER FOOD & DRIVE CUSTOMERS TO DESTINATIONS.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-04

Other Names

• Luisa Fernanda Montana Villamil
• Luisa Montana