Unclaimed
Dinara Meiramkulova is a registered representative with Wells Fargo Clearing Services, LLC. Dinara Meiramkulova has been in the industry since July 31, 2014 and has passed several industry exams including the Series 7, Series 6, and Series 63. Dinara Meiramkulova is licensed to provide investment advisory services in California and has been registered with the state of California since August 13, 2014. Dinara Meiramkulova is also registered with the state of California as an Investment Advisor Representative since April 18, 2022. Dinara Meiramkulova provides investment advisory services to individuals, businesses, high net worth individuals, and other investment advisors.
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
04/18/2022 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
IA
Issued 04/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2014
Series 6 - Investment Company Products/Variable Contracts 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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