Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amir? Claim Your ProfileAmir Aquino Abdelwahed is a financial professional with over 28 years of experience in the industry. Amir holds a Series 4, 7, 63 and 65 license and has been actively registered as a broker and an investment advisor. Amir is currently registered in 30 states and works as a registered representative and investment advisor representative for &partners, LLC. Amir has a strong history of working with both individual and institutional clients and has experience in portfolio management for individuals, businesses and pension consulting.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
06/07/2024 - Present
&partners (NASHVILLE TN)
MN
07/01/2003 - 06/13/2024
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
NY
11/30/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
08/23/1995 - 12/02/1998
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
IA
Issued 06/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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