Raunaq
Dhindsa

Wells Fargo Clearing Services, LLC

CRD#6928039
Investment Advisor
in Seattle, WA

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About this Advisor

Raunaq Dhindsa is a financial advisor who works out of Seattle, Washington, who has 12 years of professional experience. Dhindsa is on the advisory team at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Prp Professional Edge Associates, Wns Global Services, Delhi University, Coca Cola and Cfa Institute. Dhindsa holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Wells Fargo Clearing Services, LLC is a registered investment company operating out of Seattle, Washington. The firm has offices in 6,239 locations and a total of 25,711 people on staff. It administers $511 billion in assets between its 1,430,874 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 5,773 charitable organizations. Of its 1,430,874 customer accounts, 41% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. 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. Fees for financial advice usually are based on which services the firm provides the client. Fees billed by Wells Fargo Clearing Services, LLC likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

12 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

13273 Aurora Ave N
Seattle, WA 98133

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

WA Average: 458
Total Number of Accounts

1,430,874

WA Average: 33,415
Average Account Size

$357,078

WA 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

Raunaq Dhindsa Work History

Raunaq has 12 years of experience.

2018 - Present (3 years)

Wells Fargo Clearing Services, LLC

2015 - Present (6 years)

Wells Fargo Bank, Na

2015 - 2015 (< 1 year)

Prp Professional Edge Associates

2013 - 2015 (2 years)

Wns Global Services

2012 - 2012 (< 1 year)

Coca Cola

2011 - 2013 (2 years)

Cfa Institute

2008 - 2011 (3 years)

Delhi University

Disclosures

Raunaq Dhindsa 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.

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