Mehwish Sana
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2025 to now
- Wells Fargo Bank, NADec 2024 to now
- J.P. Morgan Securities LLCOct 2021 to Dec 2024
- JPMorgan Chase Bank, N.A.Oct 2021 to Dec 2024
- BOKF, NASep 2020 to Sep 2021
- UnemployedJul 2020 to Aug 2020
- Capital OneAug 2018 to Jun 2020
- MobilelinkAug 2017 to Aug 2018
- UnemployedMar 2017 to Jul 2017
- LifetimeOct 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, MN).
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
- 7467427
- Firm CRD
- 19616