Neda Afnani Riyazati

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

• 03/2015 → Present
  Wells Fargo Bank Na
  Los Angeles, CA
• 02/2018 → 08/2020
  Wells Fargo Clearing Services Llc
  Los Angeles, CA
• 07/2021 → Present
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA

Other Businesses

LOS ANGELES COUNTY IN-HOME SUPPORTIVE SERVICES; NOT INV RELATED;LOS ANGELES ,CA; IN-HOME SUPPORTIVE SERVICES; IHSS PROVIDER ; START DATE: 08/10/2026; 40 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2021-11-24
• S63 Uniform Securities Agent State Law Examination
  2018-06-15

Other Names

• Neda Afnani Roshani
• Neda Afnani Riyazati
• Neda A Riyazati