Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Aiad is a registered investment advisor with Wells Fargo Clearing Services, LLC, working in the El Segundo, CA office. Albert has been in the financial services industry since November 2012 and has held previous roles with Transamerica Financial Advisors, Inc, J.P. Morgan Securities LLC, and Wells Fargo Bank NA. Albert Aiad holds Series 6, 7, 63, and 65 licenses and holds a SIE designation. Albert offers investment consulting services to institutional clients, financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/06/2024 - Present
Wells Fargo Clearing Services, LLC (EL SEGUNDO CA)
CA
03/22/2017 - 12/01/2023
WELLS FARGO CLEARING SERVICES, LLC (ENCINO CA)
CA
05/04/2016 - 10/11/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (TORRANCE CA)
CA
11/20/2012 - 05/23/2014
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
IA
Issued 07/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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