Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Azmi? Claim Your ProfileAzmi Yacoub Fakhoury is a financial advisor with Wells Fargo Clearing Services, LLC. Azmi is a registered representative with the firm and holds Series 7, 8, 9, 10, 63, and 65 licenses. Azmi joined Wells Fargo Clearing Services, LLC in November of 2016. Prior to that, Azmi worked at Wells Fargo Advisors LLC. Azmi has been in the financial industry since March 1982. Azmi is registered to provide investment advice in Oklahoma.
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
OK
01/30/2007 - Present
Wells Fargo Clearing Services, LLC (OKLAHOMA CITY OK)
TX
09/23/1985 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
09/10/1982 - 10/17/1985
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NA
01/12/1982 - 07/01/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 11/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
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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