Rana Habib

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

• 01/2016 → 07/2017
  Securian Financial Services Inc
  Parsippany, NJ
• 01/2016 → 07/2017
  Securian Financial Services Inc
  Parsippany, NJ
• 01/2016 → 07/2017
  Minnesota Life Insurance Co
  Parsippany, NJ
• 12/2015 → 03/2017
  Rockaway Township Public School District
  Rockaway, NJ
• 08/2017 → 09/2024
  Jp Morgan Securities, Llc
  New York, NY
• 01/2016 → 07/2017
  Allied Wealth Partners
  Parsipanny, NJ
• 02/2020 → 09/2024
  Jpmorgan Chase Bank, Na
  New York, NY
• 09/2024 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY

Previous Registrations

• 2017-08-22 → 2024-09-27
  J.P. Morgan Securities Llc
  Morristown, NJ
  New York, NY
  Hoboken, NJ
• 2016-06-29 → 2017-08-02
  Securian Financial Services, Inc.
  Parsippany, NJ

Exams

• S66 Uniform Combined State Law Examination
  2016-03-09

Other Names

• Rana Habib
• Rana Habib