Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ahmiel? Claim Your ProfileAhmiel Eliezer Baum is an investment advisor representative with Interchange Capital Partners. Ahmiel Baum has been in the industry since 1980. Ahmiel Baum has a Series 7, Series 63, Series 65, SIE and Series 99TO licenses. Ahmiel Baum is also a Certified Financial Planner and has experience providing financial planning, investment advice, and business consulting services. Ahmiel Baum has been associated with UBS Financial Services Inc., Lehman Brothers Inc., E.F. Hutton & Company Inc, and Purshe Kaplan Sterling Investments in the past.
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.
Personalized portfolio management to meet individual financial objectives.
Business consulting services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Referral fees
1
2
PA
06/12/2020 - Present
Interchange Capital Partners (PITTSBURGH PA)
PA
06/12/2020 - 05/18/2022
PURSHE KAPLAN STERLING INVESTMENTS (Pittsburgh PA)
PA
04/03/1993 - 07/06/2020
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
NY
04/11/1988 - 04/08/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/19/1980 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 06/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Ahmiel Baum is the right advisor for you? Invested Better is here to help.
