Candace Heiss Greene

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

• 02/2012 → 11/2016
  Wells Fargo Advisors
  Orlando, FL
• 11/2016 → 12/2021
  Wells Fargo Clearing Services, Llc
  Orlando, FL
• 03/2022 → Present
  Wells Fargo Clearing Services, Llc.
  Sun City Center, FL

Previous Registrations

• 2012-02-24 → 2021-12-14
  Wells Fargo Clearing Services, Llc
  Orlando, FL
  Tampa, FL
• 2009-06-01 → 2012-03-05
  Morgan Stanley
  Winter Park, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Winter Park, FL
• 2007-03-15 → 2007-04-02
  Morgan Stanley Dw Inc.
  Winter Park, FL
• 2000-08-25 → 2007-01-01
  Morgan Stanley Dw Inc.
  North Palm Beach, FL
  Winter Park, FL
  Winter Park, FL

Exams

• S66 Uniform Combined State Law Examination
  2004-10-09
• S63 Uniform Securities Agent State Law Examination
  1999-11-30

Other Names

• Candace Friday
• Candace Cottle Heiss