Wells Fargo Clearing Services, LLC
About this Advisor
Jolene Goetz is a financial advisor based in Albuquerque, New Mexico, who has been in the industry for 12 years. Goetz is on the advisory team at Wells Fargo Clearing Services, LLC. The advisor has gained experience at Fidelity Investments, Mary Kay Cosmetics, Chartwells, Steely Cafe, Jeff Thomas Catering and Fidelity Brokerage Services LLC. Goetz maintains a Series 63 license, certifying them as a securities representative, and is able to work in Texas. Wells Fargo Clearing Services, LLC is a financial advisory business headquartered in Albuquerque, New Mexico. It has offices in 6,239 locations and a total of 25,711 advisors. It administers $511 billion in total assets between its 1,430,874 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 5,773 charities and foundations. Of its 1,430,874 accounts, 41% are held by high-net-worth clients who have at least $1 million in assets. The business offers a broad range 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. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by Wells Fargo Clearing Services, LLC likely are comprised of some blend of 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
Jolene Goetz Work History
Jolene has 12 years of experience.
Fidelity Brokerage Services LLC
Mary Kay Cosmetics
Chartwells, Steely Cafe
Jeff Thomas Catering
Mary Kay Cosmetics
Jolene Goetz 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