Mischelle Shiree Copeland

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Dallas, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Dallas, TX

Previous Registrations

• 2006-09-27 → 2006-11-29
  J.P. Morgan Securities Inc.
  Dallas, TX
• 1991-01-09 → 2006-09-27
  Banc One Securities Corporation
  Dallas, TX
  Dallas, TX
  Chicago, IL

Other Businesses

GAS LEASE; INVESTMENT RELATED; ARLINGTON, TX; 100% OWNERSHIP WITH SPOUSE; START DATE 01/01/2010; NO TIME DEVOTED. LEASES MINERAL RIGHTS UNDER PRIMARY RESIDENCE; RECEIVES ROYALTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-03
• S63 Uniform Securities Agent State Law Examination
  1985-09-23

Other Names

• Mischelle Shiree Rios
• Mischelle S Rios