Marc Jay Beshany

CRD 1776598 · Wells Fargo Advisors · Naples, FL

IA RegisteredBroker

Also appears in the source record as: Marc Jauy Beshany

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): SIESeries 3Series 7Series 9Series 10Series 8Series 65Series 63
Registered states (8): Arkansas · Colorado · Florida · Massachusetts · Michigan · Oklahoma · Utah · Washington
Years in the industry (source record): 36
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1776598 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (9)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Naples, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Naples, FL · BC capacity

start not retrieved → present
Prudential Securities Incorporated
Linwood, NJ · IA capacity

Nov 30, 2001 → Jul 1, 2003
Prudential Securities Incorporated
New York, NY · BC capacity

Mar 1, 1991 → Jul 1, 2003
R.B. Webster Investments, Inc.
BC capacity

Jul 12, 1989 → Aug 1, 1989
Bachus & Stratton Securities, Inc.
BC capacity

Jun 13, 1989 → Jul 29, 1989
First Swiss International Securities Corporation
BC capacity

May 24, 1989 → Jun 15, 1989
G. K. Scott & Co., Inc.
BC capacity

May 5, 1989 → May 30, 1989
Profile Investments Corporation
BC capacity

Apr 19, 1988 → Apr 29, 1989

Source & corrections

Where this page comes from

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