Naima Rasheed
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2024 to now
- MathnasiumAug 2024 to Dec 2024
- Benefit Administration Company dba First Hill Trust CompanyAug 2023 to Aug 2024
- Washington State University Student Recreation CenterApr 2021 to Jul 2023
- Washington State UniversityAug 2020 to Jul 2023
- Eastern Washington UniversityAug 2019 to Aug 2020
- American EagleApr 2019 to Apr 2019
- NordstromNov 2018 to Aug 2019
- Woodinville High SchoolJan 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7989330
- Firm CRD
- 19616