Teresa Lynn Woolery

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

• 01/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Baltimore, MD
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Baltimore, MD

Previous Registrations

• 2009-06-01 → 2013-02-08
  Morgan Stanley
  Hunt Valley, MD
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Hunt Valley, MD
• 2006-10-02 → 2007-04-02
  Morgan Stanley Dw Inc.
  Lutherville, MD
  Ellicott Cty, MD
  Ellicott City, MD

Exams

• S66 Uniform Combined State Law Examination
  2013-09-23
• S63 Uniform Securities Agent State Law Examination
  1991-02-04

Other Names

• Terry Lynn Holland
• Terry Holland
• Terry Lynn Woolery