Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Najla? Claim Your ProfileNajla Arekat is a financial advisor with Wells Fargo Clearing Services, LLC. Najla has been in the financial industry since July 2001 and has experience with a variety of financial products and services. Najla holds Series 63, 66, 7, and 24 licenses as well as the SIE exam. Najla also has experience with BBVA Securities Inc., Vanderbilt Securities, LLC, U.S. Financial Investments, Inc., Cetera Financial Specialists LLC, Chase Investment Services Corp., Charles Schwab & Co., Inc., Global Crown Capital, LLC, Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and American Express Financial Advisors Inc.
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
AZ
04/01/2019 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
08/18/2016 - 03/29/2019
BBVA SECURITIES INC. (SCOTTSDALE AZ)
NY
04/09/2014 - 02/23/2015
VANDERBILT SECURITIES, LLC (WOODBURY NY)
NY
07/19/2013 - 02/28/2014
U.S. FINANCIAL INVESTMENTS, INC. (NEW YORK NY)
AZ
04/26/2012 - 07/25/2013
CETERA FINANCIAL SPECIALISTS LLC (SCOTTSDALE AZ)
AZ
02/19/2009 - 04/03/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
AZ
10/23/2006 - 04/01/2008
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
CA
09/29/2005 - 10/16/2006
CHARLES SCHWAB & CO., INC. (SUNNYVALE CA)
CA
12/18/2004 - 09/19/2005
GLOBAL CROWN CAPITAL, LLC (SAN FRANCISCO CA)
NY
07/12/2004 - 12/10/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
06/11/2003 - 07/16/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
01/29/2003 - 03/20/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/29/2003 - 03/20/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
10/11/1999 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1999
Series 7 - General Securities 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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