Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelrae? Claim Your ProfileNelrae Pasha Ali is a financial advisor who has been in the industry since 2001. Nelrae is currently registered with Wells Fargo Advisors Financial Network, LLC and is a Certified Financial Planner. Nelrae has held prior roles with Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Nelrae specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, 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.
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2
FL
10/16/2023 - Present
Wells Fargo Advisors Financial Network, LLC (JACKSONVILLE FL)
FL
05/02/2013 - 10/13/2023
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
10/23/2009 - 05/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
10/09/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
BOTH
Issued 03/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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