Antoinette Marie Chakif

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:

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2017-06-15
PA	RA	APPROVED	2017-06-15

NJ RA
APPROVED

Since 2017-06-15
PA RA
APPROVED

Since 2017-06-15

Branch Locations

7614 Tilghman St, Allentown, PA 18106 • United States

120 College Dr, Allentown, PA 18104 • United States

4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Bank, Na	Allentown	PA	05/2017	Present
Wells Fargo Clearing Services, Llc	Allentown	PA	05/2017	Present
Unemployed	Bethlehem	PA	07/2016	05/2017

05/2017 → Present

Wells Fargo Bank, Na

Allentown, PA
05/2017 → Present

Wells Fargo Clearing Services, Llc

Allentown, PA
07/2016 → 05/2017

Unemployed

Bethlehem, PA

Previous Registrations

2014-02-21 → 2016-07-27

Morgan Stanley

Allentown, PA

Allentown, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-02-21
S63	Uniform Securities Agent State Law Examination	2005-05-04

S66 Uniform Combined State Law Examination

2014-02-21
S63 Uniform Securities Agent State Law Examination

2005-05-04

Other Names

Antoinette Marie Issa
Antoinette Chakif

View on SEC IAPD