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Wells fargo advisors is a premier financial services firm, serving investors nationwide. Driven by a strong and abiding commitment to service, we help our clients succeed financially with. According to the sec’s orders, wells fargo advisors and merrill lynch offered bank deposit sweep programs (bdsps) as the only cash sweep option for most advisory clients and. Wells fargo’s chief investment officer of wealth and investment management shares 15 lessons he would share with his younger self—from navigating human nature to the markets. • every account, except for the company’s robo account, must be opened. Wells fargo clearing services and wells fargo advisors financial network will a pay a total of $35 million in penalties, according to the sec. In a statement emailed to. Find wells fargo advisors customer service information and contact us through phone, email or mailing address for help with an account or online services. Here are a few tips for finding the financial advisor for you: Determine how closely you want your advisor to work with you. For example, if you’re interested in investing. Search for wells fargo advisors locations near you, including phone numbers, maps, and driving directions. Search by address or zip code address or intersection Wells fargo bank, n. a. (the bank) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management.