Unclaimed
Ahmed Elemary is an active investment advisor representative with Morgan Stanley. Ahmed has been in the securities industry since July 10, 2012 and has been registered with Morgan Stanley since March 2023. Ahmed previously worked at E*TRADE SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, J.P. MORGAN SECURITIES LLC, and WELLS FARGO ADVISORS, LLC. Ahmed has a Series 7, Series 66, and SIE license. Ahmed is registered in 53 states and 2 provinces. Ahmed has a strong track record of providing investment advice to individuals, businesses, and institutions. Ahmed has a strong commitment to providing personalized service and meeting the unique needs of each client.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
09/05/2023 - Present
Morgan Stanley (San Diego CA)
CA
12/06/2019 - 09/05/2023
E*TRADE SECURITIES LLC (San Diego CA)
CA
11/17/2015 - 12/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOLANA BEACH CA)
CA
11/21/2012 - 11/12/2015
J.P. MORGAN SECURITIES LLC (SOLANA BEACH CA)
CA
06/18/2012 - 11/01/2012
WELLS FARGO ADVISORS, LLC (OCEANSIDE CA)
BOTH
Issued 08/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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