Edward
Hassan

Wells Fargo Clearing Services, LLC

CRD#5755754
Investment Advisor
in Portland, OR
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About this Advisor

Edward Hassan is a certified financial planner working in Portland, Oregon, who has been in the advisory business for 14 years. Hassan currently works for Wells Fargo Clearing Services, LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Chase Investment Services Corp, Sprint Nextel, Bank Of America, N.A, Morgan Stanley, Jpmorgan Securities LLC and Wells Fargo Clearing Services, LLC. Hassan has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Oregon and Texas. Wells Fargo Clearing Services, LLC is an advisory business that has its headquarters in Portland, Oregon. The company has offices in 6,557 locations and a total of 26,409 employees. It oversees $473 billion in assets under management among its 1,432,715 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are associated with high-net-worth investors who have at least $1 million in assets. Wells Fargo Clearing Services, LLC provides a number of services, such as 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 fees are based on which services are offered. Fee types billed by Wells Fargo Clearing Services, LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

1300 Sw 5Th Ave 2Nd Fl
Portland, OR 97201

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

OR Average: 458
Total Number of Accounts

1,434,106

OR Average: 33,415
Average Account Size

$302,067

OR 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

Edward Hassan Work History

Edward has 14 years of experience.

2017 - Present (2 years)

Wells Fargo Clearing Services, LLC

2013 - 2017 (4 years)

Jpmorgan Securities LLC

2012 - 2013 (1 years)

Morgan Stanley

2011 - 2012 (1 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2012 (1 years)

Bank Of America, N.A

2010 - 2011 (1 years)

Chase Investment Services Corp

2004 - 2009 (5 years)

Sprint Nextel

Disclosures

Edward Hassan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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