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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alwa? Claim Your ProfileAlwa Kazuri Gordon is an investment advisor representative associated with Wells Fargo Clearing Services, LLC, with over 10 years of experience in the financial services industry. Alwa is registered with the state of California as both a broker-dealer and an investment advisor. Alwa's firm, Wells Fargo Clearing Services, LLC, manages over $550 billion in assets for over 1.3 million clients. Alwa's practice focuses on financial planning and investment management for individuals, businesses, and institutions. In addition, Alwa provides services such as portfolio management, selection of other advisors, and pension consulting.
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
07/06/2018 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
IA
Issued 03/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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