Max Biaggi Kimmanee

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

• 11/2021 → Present
  Wells Fargo Clearing Services, Llc
  Matthews, NC
• 06/2021 → Present
  Wells Fargo Bank, Na
  Matthews, NC
• 12/2020 → 04/2021
  Pnc
  Charlotte, NC
• 07/2019 → 09/2020
  Wells Fargo
  San Jose, CA
• 01/2019 → 07/2019
  Wells Fargo
  Capitola, CA
• 03/2017 → 07/2019
  Dominos
  Capitola, CA
• 01/2017 → 05/2017
  Ross
  Capitola, CA
• 09/2016 → 01/2017
  Five Guys
  Santa Cruz, CA

Other Businesses

RENTAL PROPERTY - 3945; INV RELATED;CHARLOTTE ,NC; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 06/13/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2022-05-05