Ali Ghassan Haidar
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Bank, NAApr 2021 to now
- Wells Fargo Clearing Services, LLCApr 2021 to now
- J.P. Morgan Securities LLCNov 2019 to Apr 2021
- JPMorgan Chase Bank, N.A.Nov 2019 to Apr 2021
- UnemployedOct 2019 to Nov 2019
- Xi Vape IncAug 2019 to Aug 2019
- South Bay Gold & Finley's JewelersMay 2018 to Jul 2019
- Bank of AmercaMar 2017 to Jun 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2017 to Jun 2018
- Edward JonesMar 2017 to Mar 2017
- UnemployedFeb 2017 to Feb 2017
- Paychex IncMar 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6519746
- Firm CRD
- 19616