Here are some of the candidates. For reprint and licensing requests for this article. Your financial needs and goals are uniquely your own. Paul Sikes is a Financial Consultant with the Junkins Wealth Management Group of Wells Fargo Advisors. With access to a broad array of company resources--including research analysts and economic and market experts--Matthew helps clients make informed investment decisions based on their specific needs.In addition to holding his Series 7 securities registration, Matthew has fulfilled firm and industry registration requirements for servicing managed accounts. CA Insurance License: 0H48474Resident State: CAAlan Durlester has been advising clients regarding their investment needs since 1982, when he began his career in the Beverly Hills office of Prudential-Bache. He continued his tenure with the firm through a series of acquisitions. At Wells Fargo Advisors, Alan Durlester is a Managing Director-Investments, the title reserved for Financial Advisors who achieve the firm's highest standards of ethics, production and client service. Born in New Haven, Connecticut, he is a graduate of the University of Utah. Matthew is a graduate of Franklin and Marshall College with a B.A. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. The Office of the Comptroller of the Currency found in settlements announced Monday that they either knew or should have known about what the agency described as the unit’s systemic sales misconduct problem. A contentious presidential contest and social justice protests have forced employers to consider whether these types of topics should be discussed in the workplace. Matthew Raphaelson, Kenneth Zimmerman and Tracy Kidd were all once executives in Wells Fargo’s consumer banking unit. With many Americans and members of Congress questioning the results of the presidential election, financial services trade associations quickly vowed to work with the incoming administration. Staff Writer, They agreed to pay a combined $21 million in penalties, including a $17.5 million fine to be paid by Stumpf. He specializes in retirement planning, wealth management and estate planning.Howard advises individuals, families and business owners by focusing on their risk tolerance, time horizon and tax situation. The scandal, which emerged in 2016, involved thousands of employees opening millions of potentially unauthorized customer accounts. Matthew R. Gillen, CFP® Senior Vice President-Investments at Wells Fargo Advisors, PIM® Portfolio Manager Chagrin Falls, Ohio 376 connections Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC,Member SIPC has popup , a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. https://qz.com/977778/warren-buffett-explains-the-wells-fargo-scandal Political speech at the office ‘may get worse’ post-election, Banks steer clear of sports gambling even as more states legalize it, Biden transition teams add credit union CEO and former NCUA staffer, BMO Financial pledges $5 billion to tackle U.S. racial wealth gap, Why PPP fraud hit fintechs harder than banks, Fifth Third shuffles executive lineup after CFO joins BMO, Why banking groups are congratulating Biden, even if Trump won’t, Biden’s tough choice on who will lead Treasury, BBVA and Prosper partner to offer digital home equity lines. Banks are making some headway in efforts to create a more diverse and inclusive workplace, but the industry’s reputation for being predominantly white and male is getting in the way. We’re conveniently located. As a strategic planning leader for Wells' community banking operations, Raphaelson oversaw the company's cross-selling strategy and sales model, which involved "imposing unreasonable sales goals," the OCC said. A note about social media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Today, the firm is known as Wells Fargo Advisors, and the Durlester Investment Group operates in the Wells Fargo Advisors' Warner Center office in Woodland Hills.
He enjoys helping clients organize their financial lives, advising them on investment asset allocation, retirement income planning, managing the transition and proceeds of liquidity events such as business sales, and structuring gifts to family and affinity organizations. PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies.