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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Ahmed Bashar is a registered representative associated with Goldman Sachs & Co. LLC. Ahmed has been in the securities industry since July 11, 2006. Ahmed is licensed in Series 17 and SIE. Ahmed specializes in a variety of areas including Fixed Income, Futures, Options, Mutual Funds, Retirement Plans, Annuities, and Variable Life Products.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Vanguard Advisers, Inc.

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Ahmed Gadelhak is a financial advisor with Vanguard Advisers, Inc. Ahmed has been in the securities industry since December 2017 and is registered in 53 states and the District of Columbia. Ahmed holds the Series 6, 7, and 63 securities licenses. Ahmed is an Investment Advisor Representative for Vanguard Advisers, Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Sanford C. Bernstein & CO., LLC

location

NEW YORK, NY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Ahmed Ayman Darwish is a registered representative with Sanford C. Bernstein & Co., Llc. Ahmed is licensed to provide securities advice in New York and New Jersey. Ahmed specializes in investment management for pooled investment vehicles and has been in the industry since November 2021.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

0 Disclosures

ADVISOR BIO

Ahmed Shehata is a financial advisor registered with Fisher Investments. Ahmed holds the Series 65 and Series 66 licenses. Ahmed has a background in finance, having previously worked at Lord Abbett & Co LLC and Trinity Church Wall Street. Ahmed specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Insigneo Advisory Services, LLC

location

Plantation, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Ahmed Roshdy is a financial advisor registered in Florida and New York. Ahmed is affiliated with Insigneo Advisory Services, LLC, a firm that offers financial planning, investment advisory services, and portfolio management services to individuals, businesses, and pooled investment vehicles. Ahmed has been in the securities industry since 2013 and previously worked at J.P. Morgan Securities LLC. Ahmed holds Series 6, 7, and 66 licenses, as well as the SIE exam. Ahmed is also a soccer coach for Plantation Football Club.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSOLIDATION OF FINANCIAL REPORTS AND CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Sanford C. Bernstein & CO., LLC

location

NEW YORK, NY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ahmed Albajari is a licensed financial professional with Sanford C. Bernstein & Co., LLC, a firm with over $1 billion in assets under management. Ahmed is registered with the state of New York. Ahmed's areas of expertise include portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

Charlotte, NC

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ahmed Antonio Martinez is an investment advisor representative with over 18 years of experience. Ahmed Martinez has a Series 7, Series 63 and Series 66 license. Currently, Ahmed Martinez is registered with Vanguard Advisers, Inc.. Ahmed Martinez has previously been registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, UBS FINANCIAL SERVICES INC, CITIGROUP GLOBAL MARKETS INC, UBS FINANCIAL SERVICES INC, FIDELITY BROKERAGE SERVICES LLC, SCOTTRADE, INC. and TD WATERHOUSE INVESTOR SERVICES, INC. .

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wainwright Investment Counsel LLC

location

BOSTON, MA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Ahmet Gucum is a Senior Research Analyst & Vice President at Wainwright Investment Counsel LLC, an SEC-registered investment advisor. Ahmet is registered with WFS, LLC, a wholly owned subsidiary of Wainwright, whose business is currently limited to engaging in the facilitation of private placement transactions. Ahmet has been with Wainwright since 2010. Ahmet specializes in portfolio management for individuals, businesses, and pooled investment vehicles. He also provides bespoke advisory and consulting services. Ahmet holds the Series 65, Series 7, and SIE licenses.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
BESPOKE ADVISORY AND CONSULT, SOLICIT FEES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Interchange Capital Partners | CFP ® (Certifications)

location

PITTSBURGH, PA

disclosure

4 Disclosures

ADVISOR BIO

Ahmiel Eliezer Baum is an investment advisor representative with Interchange Capital Partners. Ahmiel Baum has been in the industry since 1980. Ahmiel Baum has a Series 7, Series 63, Series 65, SIE and Series 99TO licenses. Ahmiel Baum is also a Certified Financial Planner and has experience providing financial planning, investment advice, and business consulting services. Ahmiel Baum has been associated with UBS Financial Services Inc., Lehman Brothers Inc., E.F. Hutton & Company Inc, and Purshe Kaplan Sterling Investments in the past.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
BUSINESS CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Galliott Capital Advisors, LLC

location

BEVERLY HILLS, CA

0 Disclosures

ADVISOR BIO

Ahsoo Ahn is an investment advisor representative with Galliott Capital Advisors, LLC based in Beverly Hills, CA. Ahsoo has been in the industry since 2008 and has experience with Morgan Stanley, J.P. Morgan Securities LLC, and Deutsche Bank Securities Inc. Ahsoo holds Series 7 and 66 licenses. Galliott Capital Advisors, LLC is a registered investment advisor with the SEC, and they specialize in providing portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INSTITUTIONAL CONSULTING
Portfolio Management for Pooled Investment Vehicles

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