Jordan
Raniszeski

Wells Fargo Clearing Services, LLC

CRD#4750584
Investment Advisor
in Charlotte, NC
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About this Advisor

Jordan Raniszeski is a certified financial planner operating out of Charlotte, North Carolina, who has been in the industry for 14 years. Raniszeski is an employee of Wells Fargo Clearing Services, LLC. Over the course of their career, Raniszeski has held roles at Wachovia Wealth Management, Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Raniszeski has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina and Texas. Wells Fargo Clearing Services, LLC is an advisory business headquartered in Charlotte, North Carolina. It has offices in 6,557 locations and a total of 26,409 advisors. It handles $473 billion in total assets among its 1,432,715 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are associated with high-net-worth investors who have at least $1 million in assets. Wells Fargo Clearing Services, LLC provides a number 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fees billed by Wells Fargo Clearing Services, LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

14 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

4525 Sharon Rd
Charlotte, NC 28211

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

NC Average: 458
Total Number of Accounts

1,434,106

NC Average: 33,415
Average Account Size

$302,067

NC 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

Jordan Raniszeski Work History

Jordan has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2007 - 2009 (2 years)

Wachovia Securities, LLC

2004 - 2009 (5 years)

Wachovia Wealth Management

Disclosures

Jordan Raniszeski has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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