WILHELMINA DEANNA JOSEPH is currently employed as a Broker and/or Investment Adviser at WELLS FARGO CLEARING SERVICES, LLC located at 1211 AVE OF THE AMERICAS 27TH FL, NEW YORK, NY, 10036.
WILHELMINA DEANNA JOSEPH has worked at WELLS FARGO CLEARING SERVICES, LLC since October 01, 1999
Disclosure History
WILHELMINA DEANNA JOSEPH has 1 Disclosure Event(s).
Date: June 25, 2012 Category: Customer Dispute Allegations: ATTORNEY FOR PENSION FUND CLAIMS THAT CERTAIN OF THE FUNDS ASSETS WERE INVESTED ON MARGIN DESPITE EXPLICIT PROVISIONS IN THE FUNDS INVESTMENT AGREEMENT PROHIBITING MARGIN INVESTING. THE ATTORNEY CLAIMS THE FUND WAS CHARGED OVER $150,000 IN MARGIN INTEREST AND THAT THE TRUSTEES REQUESTED REIMBURSEMENT OF MARGIN FEES. (06/25/2012) Damage Amount Requested: $150,000.00
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