Samir AhmedCRD Number: 6256818
Current Firm: Facet Wealth, Inc.
Samir Ahmed (CRD# 6256818) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 5 years of experience in the finance industry. Samir Ahmed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Private Fund Advisors, Inc.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Facet Wealth||Riverview, FL||Jan 2021 - Current||< 1|
|Facet Wealth, Inc.||Tampa, FL||Jan 2021 - Current||< 1|
|Charles Schwab & Company, Inc.||Temple Terrace, FL||May 2020 - Current||< 1|
|Florida State University||Tallahassee, FL||Sep 2011 - Current||9|
|Schwab||Tampa, FL||May 2020 - Jan 2021||< 1|
|Usaa Investment Management Company||Tampa, FL||Jan 2018 - May 2020||2|
|Usaa Financial Advisors Inc.||Tampa, FL||May 2017 - May 2020||3|
|Usaa||Tampa, FL||May 2017 - May 2020||3|
|Usaa Financial Planning Services||Tampa, FL||May 2017 - May 2020||3|
|Us Army National Guard||St Petersburg, FL||Jul 2016 - Jul 2017||1|
|Jpmorgan Chase||Tampa, FL||Jan 2014 - Apr 2017||3|
|Usaa Financial Planning Services Inc.||Tampa, FL||Sep 2013 - Oct 2013||< 1|
|Usaa||Tampa, FL||Sep 2013 - Oct 2013||< 1|
|Movement Mortgage||Tempe, AZ||Sep 2012 - Sep 2013||1|
|Actionlink||Miami, FL||Jan 2011 - Jul 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2015|
Total Assets Under Management502MILLIONS
Total Number of Accounts2,517ACCOUNTS
Average Account Value$199,543
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.