Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amer? Claim Your ProfileAmer Shaker Dababneh is a registered representative with Wells Fargo Clearing Services, LLC. Amer is also a registered investment advisor. Amer has been in the securities industry since December 2012. Amer has Series 6, 7, 63 and 65 licenses. Amer's firm, Wells Fargo Clearing Services, LLC, provides investment advisory services to individuals, businesses, institutions, and high-net-worth individuals. The firm has approximately $10 billion to $50 billion in assets under management.
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
PA
08/25/2016 - Present
Wells Fargo Clearing Services, LLC (RADNOR PA)
NJ
11/30/2012 - 05/22/2014
PRUCO SECURITIES, LLC. (EGG HARBOR TOWNSHIP NJ)
BC
Issued 11/02/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2012
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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