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Melissa Whalen

Wells Fargo Investment Institute, Inc.

Wyomissing, PA

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Current Employers
Wells Fargo Investment Institute, Inc.

550 South Tryon Street 40Th Floor, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-04-29
  • PA RA
    APPROVED
    Since 2022-04-29

Branch Locations

1250 Broadcasting Rd 1St Floor, Wyomissing, PA 19610-3216 • 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 Investment Institute, Inc Radnor PA 11/2021 Present
Wells Fargo Philadephia PA 12/2008 11/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-29
  • S65 Uniform Investment Adviser Law Examination
    2022-04-29
Other Names
  • Melissa Laura Schuler

View on SEC IAPD

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ATLAS WEALTH PARTNERS LLC · WYOMISSING, PA
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TRUIST ADVISORY SERVICES, INC. · WYOMISSING, PA
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