Samir Ahmed, financial advisor Baltimore MD

Samir Ahmed

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Samir Ahmed
Phone Number: (443)376-6222
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    502
    MILLIONS
  • Total Number of Accounts
    2,517
    ACCOUNTS
  • Average Account Value
    $199,543
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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