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Ana Marvella Cortez Molina

Wells Fargo Clearing Services, LLC

Gaithersburg, MD

Columbia, MD

CRD 8182522

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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:

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
MD RA APPROVED 2026-02-04
  • MD RA
    APPROVED
    Since 2026-02-04

Branch Locations

107 Crown Park Ave, Gaithersburg, MD 20878 • United States

8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • 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 Clearing Services, Llc Gaithersburg MD 11/2025 Present
Wells Fargo Bank, Na Gaithersburg MD 11/2021 Present
Pittsburg Institute Of Aeronautics Hagerstown MD 09/2020 08/2021
Auroras Hair Design Rockville MD 08/2021 11/2021
Advance Auto Parts Gaithersburg MD 09/2019 07/2021
Gaithersburg High School Gauithersburg MD 08/2016 06/2020
Advance Auto Parts Gaithersburg MD 10/2024 05/2025
  • 11/2025 → Present
    Wells Fargo Clearing Services, Llc
    Gaithersburg, MD
  • 11/2021 → Present
    Wells Fargo Bank, Na
    Gaithersburg, MD
  • 09/2020 → 08/2021
    Pittsburg Institute Of Aeronautics
    Hagerstown, MD
  • 08/2021 → 11/2021
    Auroras Hair Design
    Rockville, MD
  • 09/2019 → 07/2021
    Advance Auto Parts
    Gaithersburg, MD
  • 08/2016 → 06/2020
    Gaithersburg High School
    Gauithersburg, MD
  • 10/2024 → 05/2025
    Advance Auto Parts
    Gaithersburg, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-03
S63 Uniform Securities Agent State Law Examination 2025-12-31
  • S65 Uniform Investment Adviser Law Examination
    2026-02-03
  • S63 Uniform Securities Agent State Law Examination
    2025-12-31
Other Names
  • Ana Marvella Cortez-Molina

View on SEC IAPD

Nearby Firms

SHERMAN WEALTH MANAGEMENT LLC
PRIVATE CLIENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

BRADLEY L SHERMAN
Ashley Rose Perlmutter
MARGUERITA MARIA CHENG

Nearby Offices

SHERMAN WEALTH MANAGEMENT LLC · GAITHERSBURG, MD
PRIVATE CLIENT SERVICES, LLC · Gaithersburg, MD
COMMONWEALTH FINANCIAL NETWORK · Gaithersburg, MD

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