Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mansoor? Claim Your ProfileMansoor Ahmed is a financial advisor currently registered with Cetera Investment Advisers LLC in Tampa, FL. Mansoor has been in the industry since May 3, 2008, and has previously worked with Summit Brokerage Services, Inc., Wunderlich Securities, Inc., and UBS Financial Services Inc. Mansoor specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Mansoor is also a Sole Partner with Gain Strategy Wealth Management LLC, a business that operates in the same location as the branch office of Cetera Investment Advisers LLC.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
07/01/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (TAMPA FL)
OH
05/29/2012 - 07/08/2015
WUNDERLICH SECURITIES, INC. (BEACHWOOD OH)
OH
01/31/2008 - 02/24/2012
UBS FINANCIAL SERVICES INC. (STRONGSVILLE OH)
BOTH
Issued 02/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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