Ramin Abrams, financial advisor Beverly Hills CA

Ramin Abrams

CRD Number: 6705502
Current Firm: Wells Fargo Clearing Services, LLC

Ramin Abrams (CRD# 6705502) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Beverly Hills, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Beverly Hills, CA Jul 2017 - Current 3
Morgan Stanley Los Angeles, CA Mar 2017 - Jul 2017 < 1
Unemployment Los Angeles, CA Feb 2017 - Mar 2017 < 1
Axa Advisors, LLC New York, NY Sep 2016 - Feb 2017 < 1
Ucla Los Angeles, CA Sep 2012 - Jun 2016 3
Vita Coco Ucla Los Angeles, CA Jul 2014 - Aug 2015 1
Frigo Revolution Wear, Inc. New York, NY Jun 2012 - Dec 2014 2
Unemployed/student New York, NY Sep 2006 - Aug 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2016
S65 NASAA Investment Advisors Law Examination Apr 2017
Contact Info for Ramin N. Abrams
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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