Hoss
Esmaeili
Wells Fargo Clearing Services, LLC
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About this Advisor
Hoss Esmaeili is an investment advisor based in Raleigh, North Carolina. Currently an advisor with Wells Fargo Clearing Services, LLC, Esmaeili has 10 years of work experience. Esmaeili holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Esmaeili is able to work with clients based out of North Carolina and Texas. During their career, the advisor has held roles at Edward Jones, None, Pnc Investments and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Raleigh, North Carolina, and operates out of 6,557 offices in the nation. In aggregate, Wells Fargo Clearing Services, LLC oversees $473 billion in assets across 1,432,715 client accounts and retains more than 26,409 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Wells Fargo Clearing Services, LLC can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Wells Fargo Clearing Services, LLC Brokerage Details
$473,000,358,971
26,409
1,432,715
$330,143
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Hoss Esmaeili Work History
Hoss has 10 years of experience.
Wells Fargo Clearing Services, LLC
None
Pnc Investments
Edward Jones
Disclosures
Hoss Esmaeili has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.