Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Brian Pasaoa is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Alfred Brian Pasaoa has been in the industry since September 21, 2006 and is registered in 22 states. Alfred Brian Pasaoa has a Certified Financial Planner and Chartered Financial Consultant designation. Alfred Brian Pasaoa is also a Registered Representative of Wells Fargo Clearing Services, LLC. Alfred Brian Pasaoa has experience working for Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
1
2
CA
11/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (PLEASANTON CA)
CA
01/11/2013 - 11/13/2023
WELLS FARGO CLEARING SERVICES, LLC (PLEASANTON CA)
CA
09/22/2006 - 01/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CASTRO VALLEY CA)
BOTH
Issued 11/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alfred Pasaoa is the right advisor for you? Invested Better is here to help.
