Osama Albibi, financial advisor Panama City FL

Osama Albibi

CRD 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.

Similar Advisors
Jonathan Allen, financial advisor Panama City FL
Jonathan D. Allen
CRD# 6670715
Lpl Financial LLC
Similar Advisors
William Allen, financial advisor Panama City FL
William A. Allen
CRD# 2682409
Lpl Financial LLC
Similar Advisors
Kelly Bonner, financial advisor Panama City FL
Kelly C. Bonner
CRD# 2406453
Wells Fargo Clearing Services, LLC
Company Name Location Dates Years
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
Contact Info for Osama Albibi
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
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

Ready to hire a financial advisor? Get competitive proposals from Osama Albibi and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.