Sami Oudeh (CRD# 7500911) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Touchstone Securities | Cincinnati, OH | Mar 2022 - Current | 2 |
| Ifs Financial Services | Cincinnati, OH | Jan 2022 - Current | 2 |
| Embry Merritt Shaffar Womack | Lexington, KY | Apr 2019 - Dec 2021 | 2 |
| Fogle Keller Walker | Lexington, KY | Nov 2018 - Apr 2019 | < 1 |
| Unemployed | Lexington, KY | Apr 2018 - Nov 2018 | < 1 |
| Lawrence & Associates | West Chester, OH | Sep 2017 - Apr 2018 | < 1 |
| Kentucky Department Of Revenue | Frankfort, KY | May 2017 - Aug 2017 | < 1 |
| Russell And Ireland Law Group | Covington, KY | May 2016 - May 2017 | 1 |
| Full-time Student | Highland Heights, KY | Aug 2015 - Apr 2016 | < 1 |
| Main Street Deli | Lexington, KY | Jul 2014 - Aug 2015 | 1 |
| Belcan Engineering | Lexington, KY | Feb 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- OH
-
Total Assets Under Management26,739MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
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