Fernanda Alonsotomazelli
Investment adviser representative at Wells Fargo Advisors
20 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Fernanda Alonsotomazelli? Claim your profile
Contact this firm
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
20 years in the industry.
- Wells Fargo Clearing Services, LLC.Oct 2025 to now
- J.P. Morgan Securities LLCNov 2023 to Oct 2025
- JPMorgan Chase Bank, N.A.Nov 2023 to Oct 2025
- Infinex Investments, Inc.Jan 2023 to Nov 2023
- Popular BankJan 2023 to Nov 2023
- Blue Foundry BankJul 2022 to Jan 2023
- UnemployedApr 2022 to Jun 2022
- Citizens BankFeb 2022 to Mar 2022
- HSBC BankJun 2021 to Feb 2022
- UnemployedMay 2021 to May 2021
- National Income Life Insurance CompanyFeb 2021 to Apr 2021
- Bj's Wholesale Club IncFeb 2021 to Mar 2021
- UnemployedNov 2020 to Jan 2021
- Hayman Woodward Global Mobility ServicesJun 2020 to Oct 2020
- UnemployedApr 2020 to May 2020
- Hayman Woodward Global Mobility ServicesJul 2019 to Mar 2020
- Banco Do Brasil SaJul 2006 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7256715
- Firm CRD
- 19616