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Stephanie Marchand Harrell

Wells Fargo Securities, LLC

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About Stephanie Marchand Harrell

Stephanie Harrell is a financial professional with over 10 years of experience in the industry. Stephanie is currently registered with Wells Fargo Securities, LLC and has a Series 63, Series 79, SIE, and Series 24 licenses. She is registered in Texas. Stephanie has a history of working with clients in the Houston area.

Firm Information

Stephanie Harrell 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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Stephanie Harrell’s Registration & Firm History

TX

03/28/2018 - Present

Wells Fargo Securities, LLC (HOUSTON TX)

TX

03/18/2013 - 05/04/2016

WELLS FARGO SECURITIES, LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 01/04/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2013

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Marchand Harrell.
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