Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lubna? Claim Your ProfileLubna Ahmed is a financial advisor with Edward Jones, a firm with over $800 billion in assets under management. Lubna has been in the industry since 2011, focusing on providing financial planning and investment advice to individuals and families. She holds a Series 7, 6, 63, 66, 9, 10, 24, and SIE licenses. Lubna has a strong understanding of various investment strategies and is committed to helping her clients achieve their 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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
AZ
08/09/2018 - Present
Edward Jones (GILBERT AZ)
AZ
09/03/2010 - 07/08/2011
COUNTRY CAPITAL MANAGEMENT COMPANY (MESA AZ)
BOTH
Issued 08/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/12/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2010
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
Not sure Lubna Ahmed is the right advisor for you? Invested Better is here to help.
