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Eduardo Pena molinar

Investment adviser representative at Wells Fargo Advisors
13 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

13 years in the industry.

  1. Wells Fargo Clearing Services, LLCOct 2025 to now
  2. Wells Fargo Bank, NAMar 2023 to now
  3. Minerva CannaMay 2022 to Mar 2023
  4. Mr Car WashMar 2022 to May 2022
  5. Big LotsMar 2022 to Mar 2022
  6. Door DashNov 2021 to Mar 2022
  7. Unm Continuing EducationSep 2021 to Jan 2022
  8. Wells Fargo Bank, NAJul 2019 to Sep 2021
  9. Oreilly's Auto PartsOct 2016 to Jul 2019
  10. Bernalillo High SchoolAug 2013 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (NM).

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
8182413
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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