Nelrae AliCRD Number: 4448473
Current Firm: Wells Fargo Clearing Services, LLC
Nelrae Ali (CRD# 4448473) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Jacksonville, FL and has over 17 years of experience in the finance industry. Nelrae Ali has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Wells Fargo Clearing Services, LLC||Jacksonville, FL||Nov 2016 - Current||2|
|Wells Fargo Advisors, LLC||Jacksonville, FL||May 2013 - Nov 2016||3|
|Bank Of America,na||Jacksonville, FL||Dec 2009 - May 2013||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Oct 2009 - Dec 2009||< 1|
|Banc Of America Investment Services, Inc.||Orange Park, FL||Aug 2001 - Oct 2009||8|
|Banc Of America Insurance Services, Inc.||Jacksonville, FL||Aug 2001 - Oct 2009||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
Total Assets Under Management433,196MILLIONS
Total Number of Accounts1,434,106ACCOUNTS
Average Account Value$302,067
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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