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Matilda B

Series 63, Series 66

Woodland Hills, CA

Wells Fargo Advisors

Matilda Babapoor is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several Wells Fargo affiliated entities since 2013, including Wells Fargo Bank and Wells Fargo Clearing. Outside of her advisory role, she is also a caregiver providing in-home supportive services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm delivers tailored recommendations using proprietary research and planning tools across a broad range of financial planning areas, with clients choosing how to implement advice 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 N

Series 66

Woodland Hills, CA

Wells Fargo Advisors

Stephen Nzerem is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Wells Fargo Clearing since 2018 and Wedbush Securities Inc. prior to that. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to deliver tailored recommendations.

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

Series 63, Series 65

Woodland Hills, CA

Wells Fargo Advisors

Thomas Taylor is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes positions at Wells Fargo Clearing, Charles Schwab, Merrill, Citigroup Global Markets, and several other firms. He is based in Woodland Hills, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, utilizing proprietary research and tools to create 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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Brian S

Series 63, Series 66

Woodland Hills, CA

Wells Fargo Advisors

Brian Schlichter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes roles at Merrill and Wells Fargo Clearing. Outside of his advisory role, he serves as an attorney in fact for a family member. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by proprietary research and tools, serving clients who meet certain net-worth criteria with specialized planning in areas such as retirement, education, and business transition.

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