Unclaimed
Ahmed Shehata is a financial advisor registered with Fisher Investments. Ahmed holds the Series 65 and Series 66 licenses. Ahmed has a background in finance, having previously worked at Lord Abbett & Co LLC and Trinity Church Wall Street. Ahmed specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, and portfolio management for pooled investment vehicles.
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.
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.
Portfolio assessment
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.
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.
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TX
12/18/2024 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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