Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ayden? Claim Your ProfileAyden Al-shimary is an Investment Advisor Representative with Apella Wealth. Ayden is registered with the state of Washington and Connecticut. Ayden specializes in providing financial planning and portfolio management services for individuals, corporations, and charitable organizations. Apella Wealth is a firm located in West Hartford, Connecticut, and Bellevue, Washington that provides financial planning and investment management services to individuals, families, businesses, and foundations. They have a large team of experienced advisors who can help you achieve your financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Fee for financial planning services. fees for technology.
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WA
01/14/2025 - Present
Apella Wealth (Bellevue WA)
IA
Issued 05/24/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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