Unclaimed
Fadi Souhail Aridi is a registered representative with Wells Fargo Clearing Services, LLC. Fadi has been in the industry since 2014. Fadi currently holds a Series 66 license. Fadi is located in San Jose, California. Fadi's branch office is located at 50 W SAN FERNANDO ST STE 1500, [SUPPORT CENTER], SAN JOSE, CA 95113. Fadi's professional experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Coastal Roofing and Solar, Sel Construction, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, Coastal Roofing and Solar, Wells Fargo Clearing Services, LLC, and Coastal Roofing and Solar. Fadi has been registered with Wells Fargo Clearing Services, LLC since 2024.
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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CA
10/03/2024 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
Active
Inactive
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