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Gary Eugene Personette

Wells Fargo Clearing Services, LLC

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About Gary Eugene Personette

Gary Eugene Personette is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Gary is located in BARRINGTON, Illinois and has been in the industry since 1970. Gary has a wide range of experience and has held positions at several firms, including Blunt Ellis & LoeWI Incorporated, Blunt Ellis & Simmons Incorporated, H. B. Shaine & Co., Inc., Paine, Webber, Jackson & Curtis Incorporated, and Wayne Hummer & Co.. Gary has a strong track record of success and is committed to providing his clients with the highest level of service.

Firm Information

Gary Personette 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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Gary Personette’s Registration & Firm History

IL

03/30/2011 - Present

Wells Fargo Clearing Services, LLC (BARRINGTON IL)

NA

04/04/1978 - 09/04/1990

BLUNT ELLIS & LOEWI INCORPORATED

NA

11/25/1975 - 04/04/1978

BLUNT ELLIS & SIMMONS INCORPORATED

NA

02/14/1974 - 12/17/1975

H. B. SHAINE & CO., INC.

NA

10/25/1972 - 03/22/1974

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

NA

01/08/1970 - 11/11/1972

WAYNE HUMMER & CO.

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Licenses & Designations

IA

Issued 12/27/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/1988

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/24/1980

Series 4 - Registered Options Principal Examination

BC

Issued 06/21/1976

Series 12 - NYSE Branch Manager Examination

BC

Issued 07/18/1975

Series 40 - Registered Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/1978

PC - AMEX Put and Call Exam

BC

Issued 12/19/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Gary Eugene Personette. Review regulatory record here.
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