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Lauren Michelle Voeller

Wells Fargo Clearing Services, LLC

Ocoee, FL

Orlando, FL

CRD 6282962

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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
FL RA APPROVED 2019-05-09
TX RA APPROVED_RES 2014-03-24
  • FL RA
    APPROVED
    Since 2019-05-09
  • TX RA
    APPROVED_RES
    Since 2014-03-24

Branch Locations

2630 S Maguire Rd, Ocoee, FL 34761 • United States

800 N Magnolia Ave 14Th Fl [E2-Rbo], Orlando, FL 32803 • 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 Advisors, Llc Reading PA 02/2010 11/2016
Wells Fargo Clearing Services, Llc Reading PA 11/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-23
S63 Uniform Securities Agent State Law Examination 2014-03-03
  • S66 Uniform Combined State Law Examination
    2019-04-23
  • S63 Uniform Securities Agent State Law Examination
    2014-03-03

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
PRIMUS TRUST

Nearby Investors

JASON T. STRAMARA
JEANNIER ANTONIO OLIVEIRA
MATTHEW R WARD

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · OCOEE, FL
FIFTH THIRD SECURITIES, INC. · OCOEE, FL
PRIMUS TRUST · WINDERMERE, FL

More in Ocoee, FL

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