Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aftab? Claim Your ProfileAftab Ahmad is an investment advisor representative with Ameriprise Financial Services, LLC in Bethesda, Maryland. Aftab has been in the industry since September 3, 2000. Aftab has 3 approved Investment Advisor registrations, including Texas, Maryland, and Virginia. Aftab is licensed as a Securities Principal and a General Securities Representative and has passed the Uniform Combined State Law Examination. Aftab is also a licensed tax preparer. Ameriprise Financial Services, LLC is a large investment advisory firm with over $479 billion in assets under management and is located in Minneapolis, Minnesota.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
06/12/2002 - Present
Ameriprise Financial Services, LLC (Bethesda MD)
MN
10/17/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IN
12/14/1998 - 01/20/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/14/1998 - 01/20/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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