Karim AhamedCRD Number: 2976479
Current Firm: Hpm Partners LLC
Karim Ahamed (CRD# 2976479) is an Investment Advisor Representative working at Hpm Partners LLC in Chicago, IL and has over 13 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Hpm Partners LLC||Chicago, IL||Nov 2010 - Current||7|
|J.p. Morgan Securities Inc.||Chicago, IL||Sep 2006 - Nov 2010||4|
|Bear, Stearns & Company Inc.||Chicago, IL||Oct 2008 - Oct 2008||< 1|
|J.p. Morgan Securities Inc.||Chicago, IL||Jul 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management4,159MILLIONS
Total Number of Accounts570ACCOUNTS
Average Account Value$7,296,875
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, GA, IL, LA, MI, NE, NH, NJ, NV, NY, OH, TX, WI
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