Unclaimed
Malleri Christine Temple is a financial advisor with Wells Fargo Clearing Services, LLC. Malleri is registered to provide investment advice in Virginia, Maryland, the District of Columbia. Malleri's experience in the financial services industry dates back to October 2011, when she joined Wells Fargo Bank, NA in Richmond, Virginia. Malleri specializes in working with individuals, high-net-worth individuals, corporations, and businesses, charitable organizations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
05/22/2024 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
IA
Issued 05/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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