Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arshan? Claim Your ProfileArshan Abid is a financial advisor who is licensed to provide investment advice in both New Jersey and Pennsylvania. Arshan is a registered representative of Wells Fargo Clearing Services, LLC and has been with the firm since 2017. Before joining Wells Fargo, Arshan worked with Vanguard Marketing Corporation, where he worked as a financial advisor from 2022 to 2024. Arshan is also a registered investment advisor representative with the firm and is licensed to provide investment advice to individuals and corporations. Arshan has a strong background in financial services, and he is committed to providing his clients with personalized financial advice and guidance. He works with a wide range of clients, including individuals, families, and businesses. Arshan believes in building strong relationships with his clients and strives to understand their financial goals and objectives.
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
06/05/2024 - Present
Wells Fargo Clearing Services, LLC (WEST CHESTER PA)
PA
06/09/2022 - 05/28/2024
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
03/01/2017 - 06/07/2022
WELLS FARGO CLEARING SERVICES, LLC (THORNDALE PA)
BOTH
Issued 02/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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