Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chafic? Claim Your ProfileChafic Rouhana is a financial advisor with over 17 years of experience in the industry. Chafic Rouhana is currently registered with Wells Fargo Clearing Services, LLC. Chafic Rouhana has a wide range of experience and expertise in providing financial advice to clients. Chafic Rouhana has worked for a number of reputable firms, including Raymond James Financial Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Chafic Rouhana has also held positions at Wells Fargo Bank, N.A. and Wells Fargo Advisors LLC.
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
02/02/2024 - Present
Wells Fargo Clearing Services, LLC (SAN MARCOS CA)
CA
01/03/2011 - 04/19/2023
WELLS FARGO CLEARING SERVICES, LLC (MURRIETA CA)
CA
10/06/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
FL
11/30/2001 - 02/12/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MA
04/05/2001 - 11/30/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/05/2001 - 11/30/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 7 - General Securities 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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