Eileen Ann Ohannesian

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

• 03/1988 → 10/2016
  Chase Manhattan Bank
  New York, NY
• 10/2012 → 10/2016
  J.P. Morgan Securities Llc
  Newton, NJ
• 02/2017 → Present
  Wells Fargo Clearing Services, Llc.
  New Bern, NC
• 11/2016 → Present
  Wells Fargo Bank Na
  New Bern, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-10
• S63 Uniform Securities Agent State Law Examination
  2000-05-18

Other Names

• Eileen Ohannesian
• Eileen Ohannesian
• Eileen Ann Rosado
• Eileen Ann Ohannesian