Wesam Akel, financial advisor San Francisco CA

Wesam Akel

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Wesam Akel
Phone Number: 314-875-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
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

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