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Taina Louise Badalamenti

Wells Fargo Clearing Services, LLC

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About Taina Louise Badalamenti

Taina Badalamenti is a financial advisor with Wells Fargo Clearing Services, LLC in St. Louis, Missouri. Taina has over 30 years of experience in the financial services industry and has held various roles at several firms. Taina holds Series 7, 9, 10, 24, 52, 53, 55, 57, and 66 licenses. Taina is registered with the state of Missouri and Indiana.

Firm Information

Taina Badalamenti is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Taina Badalamenti’s Registration & Firm History

MO

06/03/2015 - Present

Wells Fargo Clearing Services, LLC (ST. LOUIS MO)

MO

06/03/2015 - 11/16/2016

FIRST CLEARING, LLC (ST. LOUIS MO)

MO

08/27/2013 - 05/28/2015

CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)

MO

11/02/2009 - 05/28/2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

FL

04/10/2008 - 10/03/2008

AMTRUST INVESTMENT SERVICES, INC. (BOCA RATON FL)

FL

01/18/2007 - 12/03/2007

POINTE CAPITAL, INC. (TAMPA FL)

FL

10/04/2006 - 01/17/2007

DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)

FL

08/22/2005 - 09/26/2006

VIEWTRADE SECURITIES, INC. (BOCA RATON FL)

FL

07/09/2003 - 12/21/2005

VIEWTRADE FINANCIAL (BOCA RATON FL)

FL

03/29/1999 - 08/28/2003

NOBLE INTERNATIONAL INVESTMENTS, INC. (BOCA RATON FL)

NY

04/09/1997 - 07/08/1997

NICHOLS, SAFINA, LERNER & CO. INC. (NEW YORK NY)

FL

01/28/1997 - 04/03/1997

CAPITAL INTERNATIONAL SECURITIES GROUP, INC. (MIAMI FL)

CA

10/25/1996 - 01/16/1997

ROUND HILL SECURITIES, INC. (ALAMO CA)

NY

02/27/1996 - 10/29/1996

NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)

NY

10/11/1994 - 03/05/1996

SOUTHEAST RESEARCH PARTNERS, INC. (MELVILLE NY)

NY

12/06/1993 - 10/27/1994

D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)

NY

09/26/1994 - 10/17/1994

JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)

NY

07/24/1992 - 12/20/1993

JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)

NA

03/18/1991 - 07/27/1992

J. W. GANT & ASSOCIATES, INC.

NA

08/18/1987 - 07/27/1992

J. W. GANT & ASSOCIATES, INC.

NY

09/24/1990 - 02/21/1991

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/08/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/11/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/16/1992

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 09/08/1989

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Taina Louise Badalamenti.
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