Mofya Zimba, financial advisor Greenwich CT

Mofya Zimba

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Mofya E. Zimba
Phone Number: 314-875-3000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
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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