Lina Moskofian

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

• 09/2010 → Present
  Wells Fargo Bank Na
  Glendale, CA
• 06/2014 → 11/2016
  Wells Fargo Advisors Llc
  Glendale, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Glendale, CA

Other Businesses

ARMENIAN LANGUAGE AND LITERATURE, NOT INVT RELATED, N/A, CALIFORNIA, TUTOR, START DATE 12/7/2020, 16 HRS PER MONTH, 0 HRS DURING TRADING, TUTORING ARMENIUM LANGUAGE AND LITERATE TO INDIVIDUALS OUT OF HOME. | IHSS; NOT INV RELATED; BURBANK, CA; PROVIDING CARE FOR MOTHER; 05/2025; 100 HOURS PER MONTH; 0 DURING TRADING; TAKING CARE OF MOTHER | RENTAL PROPERTY; INV RELATED; GLENDALE, CA; 100% OWNERSHIP WITH SPOUSE; 06/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL PROPERTY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-25
• S63 Uniform Securities Agent State Law Examination
  2014-08-20