Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hany? Claim Your ProfileHany Ahmad is a financial advisor with Teamwork Financial Advisors, LLC. Hany has been in the financial services industry since August 2006. Hany is registered with FINRA and holds Series 6, 7, and 63 securities licenses, as well as a Series 65 investment advisor representative license. Hany is also a Certified Financial Planner (CFP). Hany's previous employment includes roles at BOK Financial Securities, Inc., Wells Fargo Clearing Services, LLC, and LPL Financial LLC. Hany specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
09/06/2024 - Present
Teamwork Financial Advisors, LLC (Houston TX)
TX
01/09/2020 - 12/05/2022
BOK FINANCIAL SECURITIES, INC. (HOUSTON TX)
TX
07/08/2016 - 01/17/2020
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
10/31/2011 - 03/11/2015
LPL FINANCIAL LLC (HOUSTON TX)
TX
07/06/2005 - 11/04/2011
CHASE INVESTMENT SERVICES CORP. (PASADENA TX)
IL
05/02/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 04/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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