Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Issa? Claim Your ProfileIssa Musallam is a registered representative with Wells Fargo Clearing Services, LLC. Issa has been in the industry since December 28, 2008. Issa's current registrations include Series 66, Series 7, Series 9 and Series 10. Issa is registered in Arkansas, California, Massachusetts, Utah and Washington. Issa has also previously worked for Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Issa's specializations include investments, insurance, retirement planning, estate planning and financial planning.
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
08/06/2014 - Present
Wells Fargo Clearing Services, LLC (SANTA ROSA CA)
CA
01/03/2011 - 01/24/2013
WELLS FARGO ADVISORS, LLC (SAN JOSE CA)
CA
01/11/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
CA
03/13/2006 - 10/03/2006
WELLS FARGO INVESTMENTS, LLC (BURLINGAME CA)
BOTH
Issued 03/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/25/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2006
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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