Osama AlbibiCRD Number: 5041473
Current Firm: Wells Fargo Clearing Services, LLC
Osama Albibi (CRD# 5041473) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Panama City, FL and has over 15 years of experience in the finance industry.
Lpl Financial LLC
Lpl Financial LLC
Wells Fargo Clearing Services, LLC
|Wells Fargo Clearing Services, LLC||Panama City, FL||Jul 2020 - Current||1|
|Bank Of America, N.a.||Panama City, FL||Dec 2013 - Jul 2020||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Panama City, FL||Nov 2013 - Jul 2020||6|
|Morgan Stanley Smith Barney||Destin, FL||Jul 2009 - Nov 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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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