Mofya ZimbaCRD Number: 7164380
Current Firm: Wells Fargo Clearing Services, LLC
Mofya Zimba (CRD# 7164380) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Greenwich, CT and has over 2 years of experience in the finance industry.
Park Avenue Securities LLC
Hightower Advisors, LLC
A.g.p / Alliance Global Partners
|Wells Fargo Bank, Na||Bloomfield, CT||Jul 2021 - Current||< 1|
|Wells Fargo Clearing Services, LLC||Bloomfield, CT||Jul 2021 - Current||< 1|
|Santander Bank, Na||Boston, MA||Aug 2019 - Jul 2021||1|
|Santander Securities, LLC||Dorchester, MA||Aug 2019 - Jul 2021||1|
|Relocated From Zambia To Usa And Was Unemployed||East Lyme, CT||Feb 2018 - Jun 2019||1|
|Access Bank Zambia Limited||Ndola,||Aug 2017 - Feb 2018||< 1|
|Zampost Micro Finance||Ndola,||Jan 2016 - Jun 2017||1|
|United Bank For Africa Zambia Limited||Kitwe,||Mar 2012 - Jan 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2019|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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