Yasin Halimi
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2026 to now
- J.P. Morgan Securities LLCJul 2023 to Jun 2026
- UnemployedMay 2023 to Jul 2023
- WalmartJan 2023 to May 2023
- Bjs Wholesale ClubAug 2022 to Jan 2023
- JPMorgan Chase & Co.Jun 2022 to Aug 2022
- Bj's Wholesale Club IncFeb 2022 to Jun 2022
- ChanelDec 2020 to Jun 2022
- CotySep 2019 to Oct 2022
- UnemployedJul 2013 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7793643
- Firm CRD
- 19616