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Anas Dallali

Wells Fargo Securities, LLC

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About Anas Dallali

Anas Dallali is a financial advisor who is registered with Wells Fargo Securities, LLC. Anas has passed the Series 63, 52TO, 79TO and SIE exams. Anas has been in the industry since 2023. Prior to joining Wells Fargo Securities, LLC Anas worked at PNC Capital Markets LLC. Anas is licensed to provide securities-related services in 53 states.

Firm Information

Anas Dallali is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Anas Dallali’s Registration & Firm History

NC

07/29/2024 - Present

Wells Fargo Securities, LLC (CHARLOTTE NC)

PA

01/01/2023 - 07/12/2024

PNC CAPITAL MARKETS LLC (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 10/13/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 12/28/2022

Series 52TO - Municipal Securities Representative Examination

BC

Issued 08/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE National, Inc.

N

New York Stock Exchange

Disclosures

There are no public disclosures for Anas Dallali.
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