Danielle Annemarie Moeller

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

• 09/2022 → Present
  Wells Fargo Clearing Services, Llc
  Freeland, WA
• 12/2019 → Present
  Wells Fargo Bank, Na
  Freeland, WA
• 02/2018 → 12/2019
  The Star Store
  Langley, WA
• 04/2017 → 06/2018
  Catlett's Keepers
  Langley, WA
• 06/2016 → 05/2018
  Private Family
  Langley, WA
• 09/2016 → 03/2017
  About The House
  Freeland, WA
• 09/2015 → 09/2016
  Useless Bay Coffee Company
  Langley, WA
• 09/2015 → 06/2019
  Skagit Valley College
  Mount Vernon, WA
• 01/2020 → Present
  Pennsylvania State University
  Langley, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-18
• S63 Uniform Securities Agent State Law Examination
  2022-12-21

Other Names

• Danielle Annemarie Catlett
• Danielle Moeller