Wesam AkelCRD Number: 7356308
Current Firm: Wells Fargo Clearing Services, LLC
Wesam Akel (CRD# 7356308) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Wells Fargo Clearing Services, LLC||San Francisco, CA||Mar 2021 - Current||1|
|Wells Fargo Bank, Na||San Francisco, CA||May 2018 - Current||4|
|Unemployed||Irvine, CA||Apr 2017 - May 2018||1|
|Target Corporation||Irvine, CA||Sep 2016 - Apr 2017||< 1|
|Unemployed||Irvine, CA||Jan 2016 - Aug 2016||< 1|
|Self-employed||Irvine, CA||Jan 2015 - Dec 2015||< 1|
|Self-employed||Irvine, CA||Jan 2014 - Dec 2014||< 1|
|Unemployed||Pasadena, CA||Mar 2011 - Dec 2013||2|
|Unemployed||Lafayette, LA||Jan 2012 - Dec 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
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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