Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armaghan? Claim Your ProfileArmaghan Ahmad is a registered investment advisor with Wells Fargo Clearing Services, LLC. Armaghan has been in the industry for over 6 years and has experience in providing financial and investment advice to individuals, corporations, and other entities. Armaghan holds Series 6, 7, 63 and 66 licenses, as well as the Securities Industry Essentials (SIE) designation. Armaghan is licensed to provide financial and investment advice in California, New Jersey, New York and Pennsylvania.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
09/15/2021 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
NJ
11/20/2017 - 02/01/2018
WELLS FARGO CLEARING SERVICES, LLC (PISCATAWAY NJ)
BOTH
Issued 09/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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