Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ahmad? Claim Your ProfileAhmad Mehaidly is a financial advisor with Fidelity Personal and Workplace Advisors. Ahmad has been in the financial services industry since November 16, 2014. Ahmad is registered with FINRA and holds Series 6, 7, 63 and 66 licenses. Ahmad specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Ahmad is also registered to provide investment advisory services in California and Texas. Previous firms Ahmad was associated with include Citigroup Global Markets Inc and J.P. Morgan Securities LLC.
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.
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.
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
CA
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (PASADENA CA)
CA
11/30/2021 - 05/09/2022
CITIGROUP GLOBAL MARKETS INC. (PASADENA CA)
CA
08/27/2014 - 10/10/2021
J.P. MORGAN SECURITIES LLC (PASADENA CA)
BOTH
Issued 12/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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