Nelrae AliCRD Number: 4448473
Current Firm: Wells Fargo Clearing Services, LLC
Nelrae Ali (CRD# 4448473) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Jacksonville, FL and has over 20 years of experience in the finance industry. Nelrae Ali has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, LLC
Deutsche Bank Securities Inc.
|Wells Fargo Clearing Services, LLC||Jacksonville, FL||Nov 2016 - Current||5|
|Wells Fargo Advisors, LLC||Jacksonville, FL||May 2013 - Nov 2016||3|
|Bank Of America,na||Jacksonville, FL||Dec 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
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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