Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hesham? Claim Your ProfileHesham Z Elshahed is an investment advisor representative at TD Private Client Wealth LLC. Hesham Z Elshahed has been working in the securities industry since March 2014 and is currently registered with the state of Delaware, Florida, Georgia, Maryland, New Jersey, New York, Pennsylvania, and Virginia. Hesham Z Elshahed has passed the Uniform Investment Adviser Law Examination. Hesham Z Elshahed's firm, TD Private Client Wealth LLC, manages between $1 billion and $10 billion in assets. Hesham Z Elshahed provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Hesham Z Elshahed is also registered with TD Bank N.A. In addition to his work in the securities industry, Hesham Z Elshahed owns a residential rental property and spends approximately four hours every three months to inspect, manage, and hire professional help if needed. Hesham Z Elshahed's hours spent on the rental property are not during securities trading hours.
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.
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.
1
2
DE
09/13/2023 - Present
TD Private Client Wealth LLC (Wilmington DE)
IA
Issued 06/10/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Hesham Elshahed is the right advisor for you? Invested Better is here to help.
