ADVISOR BIO

Neekon Farhangi is a financial advisor at Wells Fargo Clearing Services, LLC in San Clemente, CA. Neekon holds the Series 6, Series 7, and Series 63 licenses. Neekon has been in the industry since 2018. Neekon specializes in financial planning, investment consulting, and portfolio management for individuals and businesses. Neekon's clients include high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Neel Hasan is a financial advisor registered with Cetera Investment Advisers LLC. Neel has been in the financial industry since 2015 and holds the Series 63, 66, and 7 licenses, as well as the SIE certification. Neel is also a Chartered Financial Analyst. Neel has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Neel's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated, Institutional Cash Distributors, LLC, and First Allied Securities, Inc.

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ADVISOR BIO

Neel Girish Patel is a registered Investment Advisor Representative with Om Pacific Capital LLC. Neel has been in the financial industry since 2006 and has experience working with both individuals and pooled investment vehicles. Neel has a Series 7, Series 63, and Series 65 license. Neel offers financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Neela Hummel is an Investment Advisor Representative at Abacus Wealth Partners. Neela is a Certified Financial Planner and has been in the financial services industry since January 2011. Neela is registered with the state of California. Neela specializes in providing financial planning services for individuals, families, and businesses. Neela is also a registered Investment Advisor Representative in California.

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ADVISOR BIO

Neelab Hakami is a financial advisor with over 13 years of experience in the financial services industry. Neelab is currently registered with Perennial Financial Services as a Registered Representative and Investment Advisor Representative. Neelab is also registered as an Investment Advisor Representative with Perennial Investment Advisors, LLC. Neelab has a wide range of experience, having previously worked for Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, N.A. Neelab specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Neelab holds the Series 7, Series 63, and Series 65 licenses.

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ADVISOR BIO

Neelam Thakor Desai is a financial advisor with over 20 years of experience in the financial services industry. Neelam is currently registered with LPL Financial LLC in Redwood City, CA. Prior to that, Neelam held positions at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Neelam has a Series 66 and Series 7 license. She specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Neelesh Champaneri is a financial advisor with Wade Financial Advisory, Inc. Neelesh is a Chartered Financial Analyst and is registered with the state of California. Neelesh has been in the industry for over 3 years. Neelesh has experience working with individuals, high-net-worth individuals, pension plans, and charitable organizations. Neelesh specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.

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ADVISOR BIO

Neelika Batta is a financial advisor at Wells Fargo Clearing Services, LLC, located in Beverly Hills, California. Neelika has been in the industry since 2015 and has a strong track record of providing financial advice to individuals and families. She holds Series 6, Series 63, Series 6TO, and SIE licenses. Neelika is dedicated to helping clients achieve their financial goals, whether it is saving for retirement, planning for college, or building wealth. Prior to joining Wells Fargo Clearing Services, LLC, Neelika worked at J.P. MORGAN SECURITIES LLC.

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ADVISOR BIO

Neelofar Hossaini is an investment advisor representative currently registered with Wells Fargo Clearing Services, LLC. She is located in Danville, CA and has been in the industry since June 2017. Neelofar Hossaini holds the Series 6, Series 63, and SIE licenses and is also registered as an investment advisor representative in Texas.

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ADVISOR BIO

Neena Deshpande is a financial professional registered with J.p. Morgan Securities LLC in California. Neena has been in the industry since November 20, 2022, and holds the Series 63, Series 6TO, and SIE licenses. Neena works with a range of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Neena specializes in a variety of financial services, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS