Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Asif? Claim Your ProfileAsif Ahmed is a financial advisor with Morgan Stanley. Asif has been in the financial industry for over 17 years. Asif is registered in 34 states and has a wide range of experience, specializing in areas such as asset allocation advice, financial planning, and portfolio management. Asif has held previous roles with J.P. Morgan Securities LLC, Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC of America Investment Services, Inc.
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
AZ
02/10/2022 - Present
Morgan Stanley (PHOENIX AZ)
AZ
10/01/2012 - 02/11/2022
J.P. MORGAN SECURITIES LLC (PHOENIX AZ)
TX
08/22/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
10/23/2009 - 07/26/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
09/13/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)
BOTH
Issued 09/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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