Wells Fargo Clearing Services, LLC
About this Advisor
Courtney Molitor is a financial advisor operating in Saint Louis, Missouri, with 10 years of experience as a financial advisor. Molitor is on the advisory team at Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wells Fargo Clearing Services LLC, Associate Staffing, St Peter'S Rec Plex, University Of Central Missouri, True Manufacturing, Mass Mutual, Charlotte Russe and St Dominic High School. Molitor maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Missouri and Texas. Wells Fargo Clearing Services, LLC is a firm headquartered in Saint Louis, Missouri. The company has offices in 6,239 locations and a total of 25,711 people on staff. It administers $511 billion in assets under management across its 1,430,874 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 5,773 charitable organizations. Of its 1,430,874 client accounts, 41% belong to high-net-worth individuals who have at least $1 million in assets. The firm provides a broad array of services, including 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. Fees for financial management usually are based on which services the firm provides the client. However, fees charged by Wells Fargo Clearing Services, LLC can 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
Courtney Molitor Work History
Courtney has 10 years of experience.
Wells Fargo Clearing Services LLC
University Of Central Missouri
St Peter'S Rec Plex
St Dominic High School
Courtney Molitor has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
New York, NY
Saint Louis, MO