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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ayman? Claim Your ProfileAyman Noureddeen Kahale is a financial advisor with over 30 years of experience in the industry. Ayman currently works for Wells Fargo Clearing Services, LLC, but has previously worked at UBS Financial Services Inc. and Lehman Brothers Inc. Ayman is registered with FINRA as a Registered Representative (RA) and holds several securities licenses, including Series 3, Series 7, and Series 63, as well as the SIE exam. Ayman is registered to provide investment advice in California, Colorado, Florida, Idaho, Michigan, Montana, Nevada, North Carolina, Oregon, South Carolina, Virginia, and Washington. Ayman specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and 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.
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2
CA
02/09/2009 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
05/26/1993 - 02/24/2009
UBS FINANCIAL SERVICES INC. (SAN JOSE CA)
NY
07/21/1987 - 06/16/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities 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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