Veronica I Canchola
Investment adviser representative at Wells Fargo Advisors
16 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2025 to now
- RetiredAug 2024 to Sep 2025
- Bank of America, N.A.Nov 2018 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Jul 2024
- UnemployedSep 2018 to Oct 2018
- Morgan Stanley Smith Barney LLCJan 2017 to Aug 2018
- J.P. Morgan Securities LLCOct 2010 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2269068
- Firm CRD
- 19616