Unclaimed
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.
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.
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.
1
2
NC
07/29/2024 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
PA
01/01/2023 - 07/12/2024
PNC CAPITAL MARKETS LLC (PHILADELPHIA PA)
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
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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