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Janice Way

Wells Fargo Investment Institute, Inc.

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About Janice Way

Janice Way is a registered investment advisor with Wells Fargo Investment Institute, Inc. based in SAINT LOUIS, MO. Janice has been in the industry since 2006. She has experience with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Janice holds a Series 66, Series 24, SIE, Series 87, and Series 7. Janice's firm provides advisory services including portfolio management for businesses and individuals, publication of periodicals, and selection of other advisors.

Firm Information

Janice Way is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

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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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.

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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percentage of assets

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

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Janice Way’s Registration & Firm History

MO

05/15/2024 - Present

Wells Fargo Investment Institute, Inc. (SAINT LOUIS MO)

MO

11/20/2018 - 01/26/2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)

MO

05/12/2010 - 01/26/2023

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

MO

01/01/2008 - 01/22/2008

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

MO

04/11/2006 - 01/01/2008

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 02/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2018

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 05/11/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Janice Way.
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