Unclaimed
Shahryar Shaikh is a Registered Representative and an Investment Advisor Representative. He has been working in the financial industry since May 2006. His current employer is Wells Fargo Clearing Services, LLC, and he has been working with them since December 2018. He is registered in California and has a Series 63, Series 6TO, and SIE licenses. His specializations include providing financial planning, pension consulting, and investment consulting services to institutional clients.
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
01/14/2025 - Present
Wells Fargo Clearing Services, LLC (ENCINO CA)
CA
03/07/2019 - 05/27/2021
WELLS FARGO CLEARING SERVICES, LLC (DUARTE CA)
BC
Issued 03/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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