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Adam Russell Dunshee

Wells Fargo Securities, LLC

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About Adam Russell Dunshee

Adam Dunshee is a registered representative with Wells Fargo Securities, LLC. Adam is currently located in Miami, Florida, and has been in the industry since July 2024. Adam has passed the Securities Industry Essentials Examination (SIE) and the Investment Banking Registered Representative Examination (Series 79TO). Adam is registered in the District of Columbia, Florida, Louisiana, Maryland and Puerto Rico.

Firm Information

Adam Dunshee is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Adam Dunshee’s Registration & Firm History

FL

07/22/2024 - Present

Wells Fargo Securities, LLC (Miami FL)

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Licenses & Designations

BC

Issued 07/22/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/19/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Russell Dunshee.
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