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Ezhar Perov

Wells Fargo Clearing Services, LLC

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About Ezhar Perov

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.

Firm Information

Ezhar Perov is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ezhar Perov’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Ezhar Perov.
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