Unclaimed
Yohannes Kebede Hailemariam is a financial professional with Wells Fargo Clearing Services, LLC, based in AURORA, CO. Yohannes has been working in the financial industry since September 2022. Yohannes is licensed to provide investment advice and sell securities in California and Colorado. Yohannes holds the Series 63, Series 6TO, and SIE licenses. Yohannes has specialized in providing investment advice and portfolio management for individuals and businesses.
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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CO
09/04/2022 - Present
Wells Fargo Clearing Services, LLC (AURORA CO)
BC
Issued 09/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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