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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanjeema? Claim Your ProfileTanjeema Islam is a financial advisor registered with Wells Fargo Clearing Services, LLC. Tanjeema has been working in the financial services industry since March 4, 2012 and has a wide range of experience. Tanjeema is licensed to provide investment advice in several states, including California, Texas, Florida, Idaho, Nevada, and Pennsylvania. Tanjeema offers various services such as financial planning, portfolio management, investment consulting services to institutional clients and selection of other advisors. Tanjeema is committed to providing clients with personalized service and sound financial advice.
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
09/17/2020 - Present
Wells Fargo Clearing Services, LLC (MARINA DEL REY CA)
BOTH
Issued 06/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2012
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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