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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anber? Claim Your ProfileAnber Saleem is a financial advisor who has been in the industry since 2012. Anber is currently registered with Wells Fargo Clearing Services, LLC in California and Texas. Anber is also a registered Investment Advisor in California and Texas. Previously, Anber was registered with BANCWEST INVESTMENT SERVICES, INC. and WELLS FARGO ADVISORS, LLC. Anber has passed the Series 6, Series 7, Series 63 and Series 65 exams. Anber specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.
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
06/08/2020 - Present
Wells Fargo Clearing Services, LLC (SANTA ROSA CA)
CA
12/03/2015 - 06/01/2016
BANCWEST INVESTMENT SERVICES, INC. (SANTA ROSA CA)
CA
12/07/2011 - 11/20/2015
WELLS FARGO ADVISORS, LLC (SONOMA CA)
IA
Issued 05/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2011
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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