Wells Fargo Clearing Services, LLC
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About this Advisor
Claude Majester is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, they have accumulated 12 years of practice as a registered investment advisor. Majester has a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Majester is registered to advise customers based out of Georgia and Texas. Majester has gained experience at Banc Of America Investment Services, Inc, Banc Of America Insurance Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Wells Fargo Advisors LLC. Wells Fargo Clearing Services, LLC is headquartered in Atlanta, Georgia, and has 6,557 offices in the nation. In total, Wells Fargo Clearing Services, LLC oversees $473 billion in assets across 1,432,715 client accounts and retains more than 26,409 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 39% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. 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's fees may include 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
Claude Majester Work History
Claude has 12 years of experience.
Wells Fargo Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Banc Of America Investment Services, Inc
Banc Of America Insurance Services, Inc
Claude Majester has disclosures.
Please visit their SEC profile for more details.