Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ahmad? Claim Your ProfileAhmad Al-gibaly is a financial advisor who has been in the industry since July 15, 2011. He is currently registered with Charles Schwab & Co., Inc. in Leawood, KS. Ahmad Al-gibaly is also registered with the state of Kansas as an investment advisor representative. Ahmad Al-gibaly has previously worked for several other firms including GWFS Equities, Inc., Ivy Distributors, Inc. and Waddell & Reed. He has passed the Series 7, Series 63, and Series 65 exams.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
KS
07/18/2017 - Present
Charles Schwab & CO., Inc. (Leawood KS)
KS
06/09/2016 - 04/03/2017
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
10/27/2015 - 06/06/2016
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
10/27/2015 - 06/06/2016
WADDELL & REED (OVERLAND PARK KS)
KS
09/02/2014 - 10/06/2015
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
05/04/2011 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
IA
Issued 7/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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