Best Investors Account Sign in

Julie Ann Sayasithsena

Wells Fargo Clearing Services, LLC

Mclean, VA

Woodbridge, VA

Claim This Profile
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 2023-09-12
  • VA RA
    APPROVED
    Since 2023-09-12

Branch Locations

1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States

13716 Smoketown Rd, Woodbridge, VA 22192 • 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 Woodbridge VA 05/2023 Present
Wells Fargo Bank, Na Woodbridge VA 05/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-12
S63 Uniform Securities Agent State Law Examination 2023-08-18
  • S65 Uniform Investment Adviser Law Examination
    2023-09-12
  • S63 Uniform Securities Agent State Law Examination
    2023-08-18
Other Names
  • Julie Ann Voelker

View on SEC IAPD

Other Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
SEIA
SCHWAB WEALTH ADVISORY, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SANCHEZ & ZURES, LLC
KAH CAPITAL MANAGEMENT, LLC

Other Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH
KRISTEN W HERARD
TORI LYNN FRITZ
Margaret Isabelle Gargulinski
CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

More in Mclean, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor