Wael H Rashidi

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2006 → 02/2021
  Associated Investment Services, Inc.
  Green Bay, WI
• 07/2002 → 07/2017
  Rental Property
  Little Chute, WI
• 02/2021 → Present
  Rbc Capital Markets, Llc
  Depere, WI

Previous Registrations

• 2006-03-15 → 2021-02-24
  Associated Investment Services, Inc.
  Green Bay, WI
  Green Bay, WI
  Green Bay, WI
  De Pere, WI
  Green Bay, WI
  Green Bay, WI
  Green Bay, WI
  Green Bay, WI
  Green Bay, WI
  Shawano, WI
• 2005-07-06 → 2006-03-09
  Chase Investment Services Corp.
  Oshkosh, WI
  Oshkosh, WI
• 2003-09-12 → 2005-07-06
  Banc One Securities Corporation
  Oshkosh, WI

Exams

• S66 Uniform Combined State Law Examination
  2000-03-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant