Negin BanaeiCRD Number: 5353020
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Negin Banaei (CRD# 5353020) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in La Jolla, CA and has over 8 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Bancwest Investment Services||La Jolla, CA||Aug 2014 - Current||2|
|Bank Of The West||La Jolla, CA||Aug 2014 - Current||2|
|Hsbc Securities (usa) Inc.||Chula Vista, CA||Mar 2013 - Aug 2014||1|
|Wachovia Bank, N.a.||Richboro, PA||Aug 2010 - Mar 2013||2|
|Wells Fargo Advisors LLC||Richboro, PA||Aug 2010 - Mar 2013||2|
|Wachovia Bank, N.a.||Jenkintown, PA||Apr 2010 - Aug 2010||< 1|
|Wells Fargo Advisors LLC||Jenkintown, PA||Apr 2010 - Aug 2010||< 1|
|Wells Fargo Investment||Laguna Niguel, CA||Aug 2007 - Apr 2010||2|
|Wells Fargo Bank||Laguna Niguel, CA||Sep 2006 - Apr 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management896MILLIONS
Total Number of Accounts5,218ACCOUNTS
Average Account Value$171,807
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, MA, 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
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