Wells Fargo Clearing Services, LLC
About this Advisor
Michelle Graf Gonzalez is a financial advisor located in Sierra Vista, Arizona. Currently a registered advisor with Wells Fargo Clearing Services, LLC, Graf Gonzalez has 12 years of professional experience in the financial advisory industry. Graf Gonzalez has Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Graf Gonzalez is able to advise customers based out of Arizona and California. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley Smith Barney, Citigroup Global Markets, Inc, Bank Of America, N.A, Wells Fargo Bank, Na and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Sierra Vista, Arizona, and operates out of 6,239 additional brick-and-mortar locations in the nation. As a company, Wells Fargo Clearing Services, LLC manages $511 billion in assets covering 1,430,874 client accounts and retains more than 25,711 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 41% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michelle Graf Gonzalez Work History
Michelle has 12 years of experience.
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Morgan Stanley Smith Barney
Citigroup Global Markets, Inc
Michelle Graf Gonzalez has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
New York, NY
Saint Louis, MO
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.