Ahmed Elsayed (CRD# 7255566) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 2 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sofi Securities, LLC | Cottonwood Heights, UT | Apr 2024 - Current | < 1 |
Sofi Wealth LLC | Cottonwood Heights, UT | Apr 2024 - Current | < 1 |
Bank Of America, N.a. | Salt Lake City, UT | Aug 2022 - Apr 2024 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City, UT | Jul 2022 - Apr 2024 | 1 |
Wells Fargo Advisors | Salt Lake City, UT | May 2020 - Jun 2022 | 2 |
Creditrepair.com Inc. | Salt Lake City, UT | Feb 2020 - May 2020 | < 1 |
Progrexion Teleservices, Inc. | Salt Lake City, UT | Oct 2019 - Feb 2020 | < 1 |
M&m's World - Mars | New York, NY | Jun 2019 - Sep 2019 | < 1 |
Portabella Stores | New York, NY | Feb 2019 - Sep 2019 | < 1 |
Unemployed | Alexandria, | Jan 2010 - Jan 2019 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2021 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- UT
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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