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FIRST CLEARING

 * Who We Serve
   * Advisors
   * Broker-Dealer
   * Registered Investment Advisors
 * What We Offer
   * Clearing, Custody, Settlement
   * Technology & Integration
   * Transition Services
   * Wealth Management
 * Insights & Resources
 * About Us

 * Contact Us

 * Search


Search:
Search:
 * Who We Serve
   * Advisors
   * Broker-Dealer
   * Registered Investment Advisors
 * What We Offer
   * Clearing, Custody, Settlement
   * Technology & Integration
   * Transition Services
   * Wealth Management
 * Insights & Resources
 * About Us
 * Contact Us




 * A CUSTODIAN THAT EMPOWERS YOU WITH WORLD-CLASS WEALTH MANAGEMENT SERVICES.
   
   That’s powerful.
   
   
   
   Explore our comprehensive Wealth Management suite.


 * ADDRESSING BOTH SIDES OF YOUR CLIENTS’ BALANCE SHEET.
   
   That’s powerful.
   
   
   
   Explore the possibilities our Full-Service Lending offerings hold for your
   business.


 * A CUSTODIAN THAT EMPOWERS YOU WITH WORLD-CLASS WEALTH MANAGEMENT SERVICES.
   
   That’s powerful.
   
   
   
   Explore our comprehensive Wealth Management suite.


 * ADDRESSING BOTH SIDES OF YOUR CLIENTS’ BALANCE SHEET.
   
   That’s powerful.
   
   
   
   Explore the possibilities our Full-Service Lending offerings hold for your
   business.


 * A CUSTODIAN THAT EMPOWERS YOU WITH WORLD-CLASS WEALTH MANAGEMENT SERVICES.
   
   That’s powerful.
   
   
   
   Explore our comprehensive Wealth Management suite.

 * 1
 * 2


SEE THE POWERFUL DIFFERENCE A CUSTODIAN FOCUSED ON YOUR SUCCESS AND GROWTH COULD
MAKE FOR YOUR BUSINESS.

You know the difference you can make for your clients. You bring together
experience, resources and knowledge of their unique goals to help guide them to
success. Imagine having that same type of relationship with a custodian that
understands where you’ve come from and where you want to go. As a partner to
entrepreneurial firms and advisors, we’re here to help you achieve your unique
vision for the future.

Who We Serve



SOLUTIONS TO HELP MEET EVOLVING CLIENT NEEDS


PRACTICE MANAGEMENT AND STRATEGY

Effective business growth requires superior support and innovative approaches to
practice management. We engage personally with your firm to understand your
priorities, offering tailored solutions that are designed to help enable the
growth and sustainability of your business. Learn more about solutions that
support your vision for the future.


COMPREHENSIVE WEALTH MANAGEMENT

As a fully engaged extension of your business and partner in your success, we
connect you with subject matter experts, turnkey investment solutions and
insights to help take your business to the next level. Explore how our extensive
product platform can help address both sides of a client’s balance sheet.


TECHNOLOGY AND INTEGRATION

Having the right technology is key to creating to the best client experience and
advisor experience. Our platform starts with a turnkey, single sign-on advisor
workstation. We’re here to partner with you to build the right solution for your
business so you can spend more time creating the client experience you want.
Discover how our advisor workstation can help you meet evolving clients’ needs.


TRANSITION SERVICES

Transition means change and change can be challenging. We work with you every
step of the way to make the transition process as seamless as possible, whether
that’s transitioning your entire business, moving over your book of business,
onboarding new clients or new advisors. Learn how our process can help ensure a
smooth transition.


READY TO LEARN MORE? LET'S HAVE A CONVERSATION.

Contact Us

First Clearing | 1 North Jefferson, St. Louis, Missouri 63103


 * Privacy Policy & Legal Disclosures
 * Notice of Data Collection



First Clearing 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. ©2024 Wells Fargo Clearing Services, LLC. This website is for
broker-dealer and registered investment advisor use only. First Clearing
provides correspondent services to broker-dealers and registered investment
advisors and does not provide services to the general public. LinkedIn, the
LinkedIn logo, the IN logo and InMail are registered trademarks or trademarks of
LinkedIn Corporation and its affiliates in the United States and/or other
countries. Links to third-party websites are provided for your convenience and
informational purposes only. First Clearing is not responsible for the
information contained on third-party websites.

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