Yoil S Awabdeh

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 04/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2019 → 04/2019
  Wells Fargo Clearing Services, Llc
  Roseville, CA
• 04/2019 → Present
  Wells Fargo Clearing Services, Llc
  Roseville, CA

Previous Registrations

• 2011-04-08 → 2019-04-18
  Morgan Stanley
  Folsom, CA
  Roseville, CA
• 2011-01-03 → 2011-04-12
  Wells Fargo Clearing Services, Llc
  Carmichael, CA
  Orangevale, CA
• 2006-01-05 → 2011-01-03
  Wells Fargo Investments, Llc
  Orangevale, CA
  El Dorado Hills, CA
  Carmichael, CA
  Carmichael, CA
• 2003-04-14 → 2006-01-11
  Citicorp Investment Services
  Sacramento, CA
• 2001-04-04 → 2002-11-21
  Morgan Stanley Dw Inc.
  Citrus Heights, CA

Exams

• S66 Uniform Combined State Law Examination
  2000-02-04

Other Names

• Joel Awabdeh
• Yoil Sulieman Awabdeh