Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mina? Claim Your ProfileMina Maher Akladious is a financial professional with over 6 years of experience in the industry. Mina is currently registered with Wells Fargo Clearing Services, LLC, a leading financial services firm, and is licensed in California, New York, and Washington. Mina holds Series 6, 7TO, and 63 licenses, as well as the SIE designation. Prior to joining Wells Fargo Clearing Services, LLC, Mina worked for the same firm in Murphy, Texas. Mina specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals.
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
06/28/2023 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
TX
02/21/2017 - 11/15/2022
WELLS FARGO CLEARING SERVICES, LLC (MURPHY TX)
BC
Issued 03/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2017
Series 6 - Investment Company Products/Variable Contracts 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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