Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Osama? Claim Your ProfileOsama Albibi is a financial advisor with Wells Fargo Clearing Services, LLC. Osama has been working in the financial industry since December 2005. Osama has been registered with Wells Fargo Clearing Services, LLC since July 2020. Previously, Osama worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley. Osama has Series 7, 31, and 66 licenses. Osama is registered to provide investment advice in California, District of Columbia, Florida, Georgia, Illinois, Indiana, Massachusetts, Mississippi, New Jersey, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. Osama specializes in portfolio management for businesses and individuals, as well as financial planning.
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
FL
07/17/2020 - Present
Wells Fargo Clearing Services, LLC (PANAMA CITY FL)
FL
11/11/2013 - 07/21/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PANAMA CITY FL)
FL
07/24/2009 - 11/25/2013
MORGAN STANLEY (DESTIN FL)
FL
12/08/2005 - 07/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PANAMA CITY FL)
BOTH
Issued 02/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/07/2005
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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