linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ahmed Elsayed

Sofi Wealth LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ahmed? Claim Your Profile

About Ahmed Elsayed

Ahmed Elsayed is an investment advisor representative currently registered with SoFi Wealth LLC and has been in the industry since 2021. Ahmed holds both Series 63 and Series 66 licenses as well as Series 7 and the SIE exam. Before joining SoFi Wealth LLC, Ahmed worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Ahmed has a specializations in fixed income, mutual funds, variable annuities and options. Ahmed has worked in the financial industry for over 20 years and is passionate about helping individuals achieve their financial goals.

Firm Information

Ahmed Elsayed is currently registered with Sofi Wealth LLC. Sofi Wealth LLC is a San Francisco, California-based registered investment advisor with over $1.36 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management services to individuals, including high-net-worth individuals. Sofi Wealth LLC also offers a wrap fee program and publishes periodicals. The firm has 70 investment advisor representatives and 4 licensed agents.
Sofi Wealth LLC

234 1ST STREET

SAN FRANCISCO, CA 94105

$1.37B

Assets Under Management

6,000

Total Clients

65

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ahmed Elsayed’s Registration & Firm History

CA

05/01/2024 - Present

Sofi Wealth LLC (SAN FRANCISCO CA)

NV

08/17/2022 - 04/29/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)

UT

07/28/2021 - 06/30/2022

WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)

Not sure if Ahmed Elsayed is right for you?

Licenses & Designations

BOTH

Issued 08/25/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ahmed Elsayed.
Not sure if Ahmed Elsayed is right for you?