Unclaimed
Denise Pan is a financial advisor with Wells Fargo Securities, LLC, holding a Series 63, Series 79TO and SIE license. Denise has been in the industry since September 8, 2024, and is registered in Texas. Denise is currently located in Houston, Texas, and has been employed with Wells Fargo Securities, LLC since September 9, 2024.
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.
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.
1
2
TX
09/09/2024 - Present
Wells Fargo Securities, LLC (HOUSTON TX)
BC
Issued 08/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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