Unclaimed
Samer Gabriel Abdelmasih is a registered Investment Advisor Representative and General Securities Representative with Wells Fargo Clearing Services, LLC. Samer Gabriel Abdelmasih has been in the industry since August 2010. Samer Gabriel Abdelmasih has a Series 7TO, Series 6, Series 63 and Series 65 license. Samer Gabriel Abdelmasih has been with Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC since 2015. Samer Gabriel Abdelmasih holds registration in both California and Texas.
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
TX
09/04/2019 - Present
Wells Fargo Clearing Services, LLC (AUSTIN TX)
CA
03/01/2006 - 12/14/2010
WORLD GROUP SECURITIES, INC. (LANCASTER CA)
IA
Issued 09/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 6 - Investment Company Products/Variable Contracts 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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