Sandra I Serrano
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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
15 years in the industry.
- Wells Fargo Advisors Financial Network, LLCAug 2025 to now
- UnemployedJan 2025 to Aug 2025
- Wells Fargo Advisors Financial Network, LLCApr 2021 to Dec 2024
- NoneOct 2020 to Apr 2021
- Wells Fargo AdvisorsSep 2011 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 4997618
- Firm CRD
- 11025