SA
Shannon A. Roth
Senior Registered Client Associate at Wells Fargo Advisors
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Work Experience
Senior Registered Client Associate
Feb 2013 - Present · 11 years and 10 months
Registered Client Associate
Jan 2011 - Feb 2013 · 2 years and 1 months
Client Service Associate
Feb 2004 - Oct 2010 · 6 years and 8 months
Company Details
10000+ Employees
With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 2021 Wells Fargo Clearing Services, LLC. All rights reserved. PM-05152025-6068127.1.2 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Year Founded
2000
Social Media
LinkedinFacebook
Industry
Financial Services, Investment Securities, Security Brokers, Dealers, and Flotation Companies, Financial, Independent financial advisers, Financial and insurance services, Business Services, Investment Services
HQ Location
1 North Jefferson Ave. St. Louis, Missouri 63103, US
Keywords
Financial ServicesAdvice and PlanningInvestmentsBanking*RetirementEstate Planning ServicesCredit and Lending**through affiliatesLocally owned & operatedCertified professionals
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