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Mitchell Ross Pindus
Portfolio Manager-Aktien bei Wells Fargo Clearing Services LLC
Profil
Mr. Mitchell R.
Pindus is a Financial Advisor at Wells Fargo Clearing Services LLC.
He works with clients to design and implement customized wealth and investment plans focusing on investment portfolio asset allocation, risk management, and managed money strategies.
He has been in the wealth management industry for over 36 years.
Prior to joining Wells Fargo, Mr. Pindus was Sr. Vice President-Investments at RBC Wealth Management in Beverly Hills, Ca.
where he specialized in corporate and executive services including corporate cash management, pension plan design/implementation and the strategic design of investment plans for executives and high net worth individuals.
Aktive Positionen von Mitchell Ross Pindus
Unternehmen | Position | Beginn |
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Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Portfolio Manager-Aktien | 01.06.2010 |
Erfahrungen
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Private Unternehmen | 1 |
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Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |