Unclaimed
Sohel Uddin Ahmed is a registered representative with PFS Investments Inc., with over 10 years of experience in the financial services industry. Sohel is dedicated to providing personalized financial guidance and investment strategies to help individuals and families achieve their financial goals. He has a strong background in investment management, financial planning, and retirement planning. Sohel's commitment to client service and his ability to explain complex financial concepts in a clear and concise manner have earned him a reputation for excellence among his clients.
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.
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.
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CA
10/20/2023 - Present
PFS Investments Inc. (SANTA CLARITA CA)
BC
Issued 10/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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