Career
Britta Mccorduck has been Managing Director and Secretary of Wells Fargo Investment Institute since March 2019. Britta Mccorduck is a control person of the firm and directly owns under 5% of it.
Wells Fargo Investment Institute, Inc. is a Charlotte, NC firm with $43B under management, 12,216 clients and 143 advisers across 3 offices, as of its March 2026 filing.
No adviser firm registrations are on Britta Mccorduck’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 15 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 2 December 2009 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Britta Perkio Mccorduck
- CRD
- 5685868
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Britta Mccorduck work?
Britta Mccorduck has been Managing Director and Secretary of Wells Fargo Investment Institute, Inc. since March 2019, and is a control person of the firm.
Does Britta Mccorduck have a current investment-adviser registration?
Britta Mccorduck has no current investment-adviser or broker registration.
What exams has Britta Mccorduck passed?
Britta Mccorduck has passed 2 licensing exams: the Series 7 and Series 7TO. The earliest, the Series 7, was passed in December 2009. FINRA credited Britta Mccorduck with the SIE, which began in October 2018.
Leadership at Wells Fargo Investment Institute
- Darrell CronkPresident and Chief Investment Officer, Director (Board Member)
- Haley RonzioChief Financial Officer, Treasurer
- Gregory SigmundChief Operating Officer, Director (Board Member)
- David WilliamsChief Compliance Officer
- George RusnakDirector (Board Member)
- Barry SommersDirector (Board Member)