Neelofar Hossaini, financial advisor Danville CA

Neelofar Hossaini

CRD Number: 6728409
Current Firm: Wells Fargo Clearing Services, LLC

Neelofar Hossaini (CRD# 6728409) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Danville, CA and has over 3 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Wells Fargo Bank, Na Danville, CA Sep 2019 - Current 1
Wells Fargo Clearing Services, LLC Danville, CA Sep 2019 - Current 1
Wells Fargo Private Bank Walnut Creek, CA May 2019 - Sep 2019 < 1
Wells Fargo Clearing Services Danville, CA Nov 2016 - May 2019 2
Wells Fargo Bank Na Danville, CA Dec 2014 - May 2019 4
Neiman Marcus Walnut Creek, CA May 2013 - Dec 2014 1
Travel, Unemployed Clayton, CA Nov 2007 - Apr 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2017
Contact Info for Neelofar Hossaini
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
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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