Luis Ignacio Figueredo

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

• 03/2025 → Present
  Wells Fargo Clearing Services, Llc
  Eugene, OR
• 12/2022 → Present
  Wells Fargo Bank, Na
  Eugene, OR
• 11/2020 → 11/2022
  Nautical Life Us
  Miami, FL
• 01/2020 → 11/2020
  Adler Podiatry
  North Miami Beach, FL
• 09/2019 → 01/2020
  Verizon Wireless
  Aventura, FL
• 06/2018 → 09/2019
  The Revenue Optimization Companies (Troc)
  Miami, FL
• 05/2017 → 06/2018
  Marketsource, Inc
  Miami, FL
• 08/2016 → 05/2017
  Target
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-10
• S63 Uniform Securities Agent State Law Examination
  2025-06-13

Other Names

• Luis Ignacio Figueredo Haddad