Unclaimed
Hilda Naghashian is a registered representative with Wells Fargo Clearing Services, LLC. Hilda has been in the financial services industry since 1999. Hilda is licensed in several states and holds Series 7, 63, and 66 securities licenses. Hilda has experience working with individuals, businesses, and institutional clients. Hilda's specializations include investment consulting, financial planning, portfolio management, and pension consulting.
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
NV
03/23/2016 - Present
Wells Fargo Clearing Services, LLC (LAS VEGAS NV)
NV
06/23/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
NV
11/18/2004 - 06/22/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (LAS VEGAS NV)
NY
04/30/2001 - 06/10/2004
ING FINANCIAL MARKETS LLC (NEW YORK NY)
NY
04/13/1999 - 04/30/2001
ING BARINGS LLC (NEW YORK NY)
BOTH
Issued 10/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1999
Series 7 - General Securities 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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