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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tareq? Claim Your ProfileTareq Abdalla is a financial advisor with over 20 years of experience in the industry. Tareq has been with Wells Fargo Clearing Services, LLC since July 2014 and is registered as a Registered Representative in Texas. Prior to joining Wells Fargo, Tareq worked for Citigroup Global Markets Inc. from May 2007 to July 2014. Tareq is a licensed advisor and has successfully passed the Series 66, Series 7 and SIE exams. Tareq specializes in providing financial advice and services to individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.
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
07/18/2014 - Present
Wells Fargo Clearing Services, LLC (SAN ANTONIO TX)
TX
05/29/2007 - 07/31/2014
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
04/26/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)
NY
04/28/1999 - 04/20/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/10/1998 - 01/12/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/03/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1998
Series 7 - General Securities 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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