Melvin Manuel Marroquin

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

• 07/2023 → Present
  Wells Fargo Clearing Services, Llc
  Potomac, MD
• 07/2023 → Present
  Wells Fargo Bank, Na
  Potomac, MD
• 09/2015 → 06/2023
  Bank Of America N.A
  Potomac, MD
• 03/2012 → 09/2016
  Applebess Neighborhood Bar And Grill
  Germantown, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-15
• S63 Uniform Securities Agent State Law Examination
  2023-11-17

Other Names

• Melvin M Marroquin