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Hannah Elizabeth Ahmed

Stack Financial Management Inc.

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About Hannah Elizabeth Ahmed

Hannah Elizabeth Ahmed is a financial advisor with Stack Financial Management Inc. in Whitefish, Montana. Hannah has been in the industry since 2006, previously working with MORGAN STANLEY SMITH BARNEY, UBS FINANCIAL SERVICES INC. and CITIGROUP GLOBAL MARKETS INC. Hannah holds Series 7, Series 31 and Series 66 licenses. She is also a Certified Financial Planner. Hannah specializes in providing financial planning, portfolio management for individuals and businesses and educational seminars. Hannah is registered to provide advisory services in Montana and Texas.

Firm Information

Hannah Ahmed is currently registered with Stack Financial Management Inc.. Stack Financial Management Inc., headquartered in WHITEFISH, MT, is an investment advisor with a focus on financial planning, portfolio management for individuals and businesses, and educational seminars. The firm manages over $1.79 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. With a team of 10 investment advisor representatives, Stack Financial Management Inc. provides tailored financial solutions designed to meet the unique needs of its clients.
Stack Financial Management Inc.

625 WISCONSIN AVENUE

WHITEFISH, MT 59937-2129

$1.80B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hannah Ahmed’s Registration & Firm History

MT

09/18/2019 - Present

Stack Financial Management Inc. (WHITEFISH MT)

WA

03/17/2011 - 09/27/2012

MORGAN STANLEY SMITH BARNEY (SEATTLE WA)

NJ

05/21/2007 - 01/21/2011

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

WA

05/10/2006 - 04/05/2007

CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 09/11/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 05/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hannah Elizabeth Ahmed.
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