Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nauman? Claim Your ProfileNauman Peerwani is an investment advisor representative with Wells Fargo Clearing Services, LLC. Nauman has been in the securities industry since October 2015. Nauman holds the Series 6, 63 and 65 licenses and is registered with the states of District of Columbia, Georgia, Maryland and Virginia. Nauman's firm is a large, well-established firm with a long history of providing investment services to individuals, institutions and businesses. Nauman works from the Wells Fargo Clearing Services, LLC branch office in Arlington, VA. Nauman specializes in providing investment advice and financial planning services to a wide range of clients. Nauman has extensive experience in helping clients with a variety of financial needs, including retirement planning, college savings, estate planning and investment management.
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
VA
12/14/2015 - Present
Wells Fargo Clearing Services, LLC (ARLINGTON VA)
IA
Issued 12/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nauman Peerwani is the right advisor for you? Invested Better is here to help.
