Bassem Samir Benjamin

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

• 08/2016 → Present
  Wells Fargo Bank, Na
  Little Ferry, NJ
• 07/2021 → Present
  Wells Fargo Clearing Services, Llc
  Little Ferry, NJ

Other Businesses

UBER, NOT INVT RELATED, BERGEN COUNTY, NJ, DRIVER, START DATE 5/1/2022, 48 HRS PER MONTH, 0 HRS DURING TRADING, DRIVING PEOPLE TO DESTINATION. BENZAK LLC ; INV RELATED;TWP OF WASHINGTON,NJ; RENTAL PROPERTY;50% OWNERSHIP; START DATE: 06/23/2026; 8 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2022-01-05

Other Names

• Benjamin Samir Bassem