Wasan Alzaidi
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2024 to now
- Bank of America, N.A.Sep 2021 to Apr 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2021 to Apr 2024
- BbvaAug 2020 to Sep 2021
- U.S. BankNov 2019 to Aug 2020
- VerizonJul 2019 to Sep 2019
- Best BuyMar 2019 to Jun 2019
- Southern New Hampshire UniversityDec 2018 to Oct 2021
- At&tNov 2018 to Mar 2019
- Sacramento State UniversityAug 2018 to Dec 2018
- Wells FargoNov 2017 to Nov 2018
- NordstromAug 2017 to Nov 2017
- Macy'sMay 2017 to Jul 2017
- American River CollegeAug 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7446492
- Firm CRD
- 19616