Christine Aliea Joubeen

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

• 10/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Tustin, CA
• 10/2014 → Present
  Wells Fargo Bank, Na
  Rancho Santa Margarita, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Rancho Santa Margarita, CA

Other Businesses

NOTARY PUBLIC, NOT INV RELATED, STATE OF CALIFORNIA, START 6/3/2023, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, NOTARIZE DOCUMENTS. TAGHAVI LAW GROUP, APC, NOT INVT RELATED, NEWPORT BEACH, CA, BOOKKEEPER, START DATE 5/31/2024, 10 HRS PER MONTH, 0 HRS DURING TRADING, BOOKKEEPER FOR SPOUSE'S LAW OFFICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-30
• S63 Uniform Securities Agent State Law Examination
  2011-12-16

Designations

• Certified Financial Planner

Other Names

• Christine A Joubeen