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Detailed Report
RENEE WORRELL-SAMOIL
NESTER RENEE ANN, RENEE A NESTER, RENEE ANN NESTER, RENEE ANN WORRELL
CRD#: 1938926
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 2005 S EASTON RD STE 108
DOYLESTOWN COMMERCE CENTER
DOYLESTOWN, PA 18901
Registration History
19901995200020052010201520202025IAWELLS FARGO ADVISORS (CRD# 19616)2012 - Present (12 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2007 - Present (18 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2006 - 2007 (<1 year)BTD WATERHOUSE INVESTOR SERVICE... (CRD# 7870)2001 - 2005 (3 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1994 - 2001 (6 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1992 - 1994 (2 years)BJANNEY MONTGOMERY SCOTT INC. (CRD# 463)1991 - 1992 (<1 year)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1990 - 1991 (1 year)BTHE STUART-JAMES COMPANY, INCO... (CRD# 11691)1989 - 1990 (<1 year)
License(s)

State Registrations

B
Arkansas 11/28/2016
B
Pennsylvania 2/1/2007
B
Massachusetts 1/18/2017
IA
Pennsylvania 7/25/2018
B
New Jersey 5/28/2008
B
Utah 11/3/2017
IA
New Jersey 5/18/2012

SRO Registrations

B
 Cboe Exchange, Inc.
B
 FINRA
B
 NYSE American LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
2005 S EASTON RD STE 108 DOYLESTOWN COMMERCE CENTER, DOYLESTOWN, PA 18901
Registered with this firm since 5/18/2012
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
2005 S EASTON RD STE 108 DOYLESTOWN COMMERCE CENTER, DOYLESTOWN, PA 18901
Registered with this firm since 2/1/2007
Previous Registration(s)
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B
 03/08/2006 - 02/07/2007 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) NEW YORK, NY
B
 12/13/2001 - 08/04/2005 TD WATERHOUSE INVESTOR SERVICES, INC. (CRD#:7870) OMAHA, NE
B
 12/02/1994 - 08/10/2001 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEW YORK, NY
B
 07/06/1992 - 08/12/1994 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEW YORK, NY
B
 11/15/1991 - 02/12/1992 JANNEY MONTGOMERY SCOTT INC. (CRD#:463) PHILADELPHIA, PA
B
 08/07/1990 - 10/30/1991 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEW YORK, NY
B
 07/18/1989 - 02/21/1990 THE STUART-JAMES COMPANY, INCORPORATED (CRD#:11691) DENVER, CO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.