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Mary Elizabeth Harris

Wells Fargo Investment Institute, Inc.

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About Mary Elizabeth Harris

Mary Elizabeth Harris is an investment advisor representative with Wells Fargo Investment Institute, Inc. Mary is a registered Investment Advisor Representative in Missouri and has 10 years of experience in the financial industry. Mary has passed the Series 66, 24, SIE and Series 7 exams. Mary has previously worked at WELLS FARGO CLEARING SERVICES, LLC. Mary is located in SAINT LOUIS, MO and provides investment advice to high-net-worth individuals, trusts, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities.

Firm Information

Mary Harris 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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Mary Harris’s Registration & Firm History

MO

03/14/2024 - Present

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

MO

09/10/2018 - 03/23/2022

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

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Licenses & Designations

BOTH

Issued 06/06/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Elizabeth Harris.
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