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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nilab? Claim Your ProfileNilab Nassery is a financial advisor with Wells Fargo Clearing Services, LLC based in San Francisco, California. Nilab has been in the financial services industry since 1999. Nilab previously worked at Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Nilab holds Series 6, 7, and 63 licenses as well as the SIE exam. Nilab is licensed to provide investment advice in California, Connecticut, Florida, Illinois, Nevada, and North Carolina.
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
CA
03/26/2014 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
CA
11/02/2011 - 03/06/2014
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
10/23/2009 - 08/24/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
09/28/2000 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2000
Series 6 - Investment Company Products/Variable Contracts 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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