CLAUDIA C. WERT

Financial Advisor

Address: 1250 Broadcasting Road , Wyomissing , PA 19610-0000
Call: 610-378-3067  |  888-769-5167    Fax: 610-478-1352
Email: Claudia.C.Wert@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. <br/><br/>Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

My Associate(s): Jeffrey Dresely, Client Associate ; Robert Wert, Financial Advisor ; Teresa West, Client Associate ; Todd Ross, Registered Client Associate

My Experience

  • 2013 - 2017 : Wells Fargo Advisors, Client Associate
  • 2017 - Present : Wells Fargo Advisors, Financial Advisor

My Community Involvement

  • Executive Director - Christus Vincit Foundation
  • Board Member - Juventutem of Lehigh Valley
Securities Registered in the following states: CA, CO, CT, DE, FL, GA, IN, MA, MD, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA
Insurance licensed in the following states: CA (Lic. # 4078457)
CLAUDIA C. WERT: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Pennsylvania : Wyomissing Branch