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Maegan Mcmanners Redden

Wells Fargo Clearing Services, LLC

Salem, VA

Roanoke, VA

CRD 7625568

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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
VA RA APPROVED 2022-12-15
  • VA RA
    APPROVED
    Since 2022-12-15

Branch Locations

14 W Main St, Salem, VA 24153 • United States

10 S Jefferson St Ste 2100 [V3/V8-Rbo], Roanoke, VA 24011 • 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 Roanoke VA 08/2022 Present
Wells Fargo Bank, Na Roanoke VA 08/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-14
S63 Uniform Securities Agent State Law Examination 2022-11-21
  • S65 Uniform Investment Adviser Law Examination
    2022-12-14
  • S63 Uniform Securities Agent State Law Examination
    2022-11-21
Other Names
  • Maegan Casey Mcmanners
  • Maegan Redden

View on SEC IAPD

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