Dalia Samir Amin

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

• 07/2019 → 02/2022
  Hsbc Securities (Usa) Inc.
  Pasadena, CA
• 07/2019 → 02/2022
  Hsbc Bank Usa, N.A.
  Pasadena, CA
• 07/1997 → 06/2019
  Hsbc Egypt
  Cairo
• 02/2022 → 05/2023
  Mufg Union Bank Usa
  Irvine, CA
• 03/2022 → 05/2023
  Unionbanc Investment Services
  Irvine, CA
• 05/2023 → 11/2023
  U.S. Bancorp Investments, Inc.
  Irvine, CA
• 05/2023 → 11/2023
  U.S. Bank
  Irvine, CA
• 11/2023 → Present
  Wells Fargo Clearing Service
  Irvine, CA
• 11/2023 → Present
  Wells Fargo Bank
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-12-23
• S63 Uniform Securities Agent State Law Examination
  2019-08-26

Other Names

• Dalia Samir Amin
• Dalia Amin
• Dalia S Helmy