Negin Banaei, financial advisor La Jolla CA
93 score

Negin Banaei

CRD 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 9 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Negin Banaei
Phone Number: 800-338-3919
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • 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, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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