Eileen
Ohannesian

Wells Fargo Clearing Services, LLC

CRD#3160223
Investment Advisor
in New Bern, NC

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About this Advisor

Eileen Ohannesian is a financial advisor working in New Bern, North Carolina, who has been in the industry for 32 years. Ohannesian is an employee of Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na, J.P. Morgan Securities LLC, Chase Manhattan Bank and Chase Investment Services Corp. Ohannesian has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Wells Fargo Clearing Services, LLC is an advisory firm that has its headquarters in New Bern, North Carolina. It has offices in 6,239 locations and a total of 25,711 advisors. It administers $511 billion in total assets across its 1,430,874 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 5,773 charitable organizations. Of its 1,430,874 accounts, 41% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically vary depending on the type of services. Fees charged by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

32 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

401 S Front St
New Bern, NC 28560

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

NC Average: $11,469,110,461
Total Number of Employees

25,711

NC Average: 458
Total Number of Accounts

1,430,874

NC Average: 33,415
Average Account Size

$357,078

NC Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Eileen Ohannesian Work History

Eileen has 32 years of experience.

2017 - Present (4 years)

Wells Fargo Clearing Services, LLC

2016 - Present (5 years)

Wells Fargo Bank Na

2012 - 2016 (4 years)

J.P. Morgan Securities LLC

1988 - 2016 (28 years)

Chase Manhattan Bank

1988 - 2012 (24 years)

Chase Investment Services Corp

Disclosures

Eileen Ohannesian has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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