Gay Marie Letendre Bone

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Folsom, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Folsom, CA

Previous Registrations

• 2007-04-02 → 2008-05-13
  Morgan Stanley & Co. Llc
  Folsom, CA
• 1997-07-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Folsom, CA
  Gold River, CA

Other Businesses

DOTERRA; NOT INVESTMENT RELATED; PLEASANT GROVE, UT; WELLNESS CONSULTANT; START DATE 9/11/17; 10 HOURS PER MONTH / 0 DURING TRADING.| POWER OF ATTORNEY FOR PARENT;NOT INV RELATED; EL DORADO HILLS,CA; POWER OF ATTORNEY; START DATE: 08/11/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-04
• S63 Uniform Securities Agent State Law Examination
  1995-05-31

Designations

• Certified Financial Planner

Other Names

• Gay Marie Letendre
• Gay Marie Letendre
• Gay Marie Bone
• Gay Marie Bone
• Gay Marie Bone