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Donna Marie Scallo

Wells Fargo Clearing Services, LLC

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About Donna Marie Scallo

Donna Marie Scallo is a registered representative with Wells Fargo Clearing Services, LLC. Donna Marie has been in the securities industry since November 24, 1988. Donna Marie has passed the Series 7, Series 63, and Series 65 examinations. Donna Marie is also a registered representative of Santander Securities LLC, LPL Financial LLC, PNC Investments, and Securian Financial Services, Inc. Donna Marie specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses.

Firm Information

Donna Scallo is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donna Scallo’s Registration & Firm History

NJ

08/31/2015 - Present

Wells Fargo Clearing Services, LLC (OAKHURST NJ)

NJ

09/19/2012 - 08/07/2015

SANTANDER SECURITIES LLC (FREEHOLD NJ)

NJ

08/27/2012 - 09/19/2012

LPL FINANCIAL LLC (MANALPAN NJ)

NJ

02/13/2012 - 06/29/2012

PNC INVESTMENTS (BRICK TOWNSHIP NJ)

NJ

07/29/2005 - 02/01/2012

SECURIAN FINANCIAL SERVICES, INC. (WALL NJ)

NY

01/19/1988 - 12/17/2004

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/25/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/19/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Donna Marie Scallo.
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