Unclaimed
Ezhar Perov is a financial advisor at Wells Fargo Clearing Services, LLC. Ezhar has been in the industry since 1998 and is a registered representative in both New Jersey and New York. Ezhar has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Ezhar also has experience providing investment consulting services to institutional clients.
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
NY
07/22/2021 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
06/01/2009 - 10/08/2019
MORGAN STANLEY (PURCHASE NY)
NY
07/25/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
10/20/2004 - 12/31/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/06/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/31/1999 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
04/28/1999 - 08/25/1999
ROYAL HUTTON SECURITIES CORP. (NEW YORK NY)
TX
01/22/1999 - 04/30/1999
REDSTONE SECURITIES, INC. (DALLAS TX)
CA
08/13/1998 - 01/29/1999
PACIFIC CORTEZ SECURITIES INCORPORATED (SAN DIEGO CA)
NA
01/20/1999 - 08/03/1998
HD BROUS & CO., INC.
NY
08/03/1998 - 08/03/1998
HD BROUS & CO., INC. (GREAT NECK NY)
CA
04/24/1998 - 06/12/1998
LA JOLLA CAPITAL CORPORATION (SAN DIEGO CA)
BOTH
Issued 10/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1998
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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