Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ohanian is a financial advisor associated with Wells Fargo Advisors Financial Network, LLC. Robert has been in the financial industry since 1981. Robert has passed the Series 7, Series 5, SIE and Series 63 exams and the Uniform Investment Adviser Law Examination. Robert is registered to provide investment advisory services in the state of California. Prior to joining Wells Fargo Advisors Financial Network, LLC, Robert worked with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
CA
01/28/2020 - Present
Wells Fargo Advisors Financial Network, LLC (FRESNO CA)
CA
11/20/1998 - 01/24/2020
WELLS FARGO CLEARING SERVICES, LLC (FRESNO CA)
NY
03/07/1994 - 11/30/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/24/1981 - 03/23/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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