Anthony Jossue Palma
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Anthony Jossue Palma? 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2022 to now
- Wells Fargo Bank, NADec 2021 to now
- Anderson MerchandisersJun 2021 to now
- University of Maryland Global CampusJun 2020 to now
- Prince George's Community CollegeAug 2019 to May 2020
- Eagle BankFeb 2019 to Jan 2022
- PNC BankJun 2017 to Feb 2019
- Howard Community CollegeAug 2016 to May 2020
- Erickson's Living RiderwoodMay 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7494384
- Firm CRD
- 19616