Claude
Majester

Wells Fargo Clearing Services, LLC

CRD#4529860
Investment Advisor
in Atlanta, GA
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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

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

3280 Peachtree Rd Ne 3Rd and 4Th Fls [Rbo]
Atlanta, GA 30305

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

GA Average: $11,469,110,461
Total Number of Employees

26,352

GA Average: 458
Total Number of Accounts

1,434,106

GA Average: 33,415
Average Account Size

$302,067

GA Average: $343,232

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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
  • Other

Claude Majester Work History

Claude has 12 years of experience.

2011 - Present (8 years)

Wells Fargo Advisors LLC

2009 - 2011 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2006 - 2009 (3 years)

Banc Of America Investment Services, Inc

2006 - 2009 (3 years)

Banc Of America Insurance Services, Inc

Disclosures

Claude Majester has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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