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Ezhar P

Series 63, Series 66

New York, NY

Wells Fargo Advisors

Ezhar Perov is a financial advisor with Wells Fargo Advisors in New York, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley from 2009 to 2020 and Wells Fargo Clearing Services since 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Stephen P

Series 63, Series 66

New York, NY

Wells Fargo Advisors

Stephen Patire is a financial advisor with Wells Fargo Advisors in New York, NY, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2011, with a two-year tenure at UBS Financial Services Inc. from 2016 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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