Mai Elkantar

CRD 3229750 · Wells Fargo Advisors · Portage, MI

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 66Series 63
Registered states (37): Arizona · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 19
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 3229750 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (11)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Portage, MI · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Portage, MI · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Portage, MI · IA capacity

start not retrieved → present
Morgan Stanley
Birmingham, MI · IA capacity

Aug 3, 2015 → Apr 10, 2024
Morgan Stanley
Grand Rapids, MI · BC capacity

Apr 9, 2015 → Apr 10, 2024
Neuberger Berman LLC
New York, NY · BC capacity

Jul 31, 2014 → Jan 22, 2015
Rbc Capital Markets, LLC
New York, NY · BC capacity

Aug 13, 2012 → Jul 23, 2014
Ubs Financial Services Inc.
Paramus, NJ · BC capacity

Oct 4, 2011 → Jul 30, 2012
J.P. Morgan Securities LLC
New York, NY · BC capacity

Nov 6, 2009 → May 25, 2011
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Aug 18, 2006 → Nov 10, 2009
Citigroup Global Markets Inc.
New York, NY · BC capacity

Mar 24, 2006 → Aug 25, 2006

Source & corrections

Where this page comes from

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