Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bianca? Claim Your ProfileBianca Aboolian is a financial advisor with Wells Fargo Clearing Services, LLC. Bianca has been in the financial industry since 2005 and holds the Series 7, Series 63, and SIE licenses. Bianca has previously worked at CUSO Financial Services, L.P., Wells Fargo Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bianca is licensed to provide investment advisory services in 32 states.
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
01/14/2016 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
03/23/2015 - 07/08/2015
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
06/15/2011 - 10/10/2014
WELLS FARGO ADVISORS, LLC (CARLSBAD CA)
CA
10/23/2009 - 06/10/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
CA
12/02/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)
BC
Issued 03/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
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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