Amin Ghanei

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

• 07/2016 → 12/2019
  Jp Morgan Chase Bank
  Laguna Niguel, CA
• 07/2016 → 12/2019
  Jp Morgan Securities, Llc
  Laguna Niguel, CA
• 03/2016 → 09/2016
  Itt Technical Institute
  Orange, CA
• 10/2016 → Present
  Devry University
  Long Beach, CA
• 12/2019 → 03/2021
  Hsbc Bank Usa, N.A.
  Irvine, CA
• 01/2020 → 03/2021
  Hsbc Securities (Usa) Inc.
  Irvine, CA
• 04/2021 → Present
  Wells Fargo Clearing Services, Llc
  Laguna Niguel, CA
• 04/2021 → Present
  Wells Fargo Bank, Na
  Laguna Niguel, CA

Other Businesses

DEVRY UNIVERSITY, NOT INVT RELATED, LONG BEACH, CA, VISITING PROFESSOR, START DATE 9/1/2021, 12 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING BUSINESS AND MANAGEMENT COURSE FOR 8 WEEKS.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-31
• S63 Uniform Securities Agent State Law Examination
  2014-11-26