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Teresa Maniere

32 Years of Experience
Scottsdale, AZ
1 DisclosureBroker

Teresa Maniere is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8501 North Scottsdale Rd, Ste 150, Scottsdale, AZ, 85253

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History

Regulatory History (1)
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Employment Separation After Allegations
August 2008
Other Business Activities

Teresa serves as a trustee of her mother's trust, a role that is investment-related. This requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
January 2023 - Present · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2013 - January 2023 · 9 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
July 2009 - January 2023 · 13 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
June 1994 - April 2007 · 12 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
July 1992 - June 1994 · 1 yr 11 mos
State Registrations24 states
ALAZCACODCFLGAHIIAILINMDMINCNJNVNYOHORPASCTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Teresa Maniere - Financial Advisor | TrueAdvisor