Unclaimed
Angosa Chali Deressa is a registered representative with Wells Fargo Clearing Services, LLC. Angosa is licensed in 53 states and is currently registered with Minnesota. Angosa has worked for Wells Fargo Clearing Services, LLC since January of 2023 and has over 10 years of experience in the financial industry. Angosa has passed the Series 63, 7, 66 and SIE exams. Angosa holds a specialization in Investment Company Products/Variable Contracts Representative Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. Angosa also specializes in investment consulting services to institutional clients, financial planning, pension consulting and selection of other advisors. Angosa has worked for a variety of firms including Wells Fargo Bank, Rose international, Lake region, Oromia Health bureau, JPMORGAN CHASE BANK NA, J.P. MORGAN SECURITIES LLC, ARYZTA NA LLC, HAMMER RESIDENCES, INC., Seek Home Inc, Award staffing, and Amazon.
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
MN
12/06/2024 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
03/31/2023 - 06/13/2023
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 04/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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