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Gerald F Donnelly

Wells Fargo Securities, LLC

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About Gerald F Donnelly

Gerald F. Donnelly is a registered representative with Wells Fargo Securities, LLC. Gerald has been in the securities industry since June 24, 2012. Gerald holds the Series 99 and SIE licenses. Gerald's office is located in Charlotte, North Carolina.

Firm Information

Gerald Donnelly 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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Gerald Donnelly’s Registration & Firm History

NC

06/25/2012 - Present

Wells Fargo Securities, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald F Donnelly.
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