Suneed Ahmed (CRD# 7454731) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 2 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity | Durham, NC | Oct 2021 - Current | 2 |
| William Peace University | Raleigh, NC | Sep 2021 - Oct 2021 | < 1 |
| Averett University | Danville, VA | Jan 2021 - Sep 2021 | < 1 |
| The Brick | Danville, VA | Feb 2021 - Aug 2021 | < 1 |
| The Sneaker Store | New Hartford, NY | Oct 2019 - Jan 2021 | 1 |
| Utica College | Utica, NY | Apr 2019 - Jan 2021 | 1 |
| 847 Running Co | Libertyville, IL | Apr 2016 - Jul 2019 | 3 |
| Carthage College | Kenosha, WI | Oct 2015 - Jul 2019 | 3 |
| Golden Legs | Mundelein, IL | Apr 2015 - Jul 2016 | 1 |
| Grayslake Middle School Xc Camp | Grayslake, IL | May 2015 - Sep 2015 | < 1 |
| Six Flags | Gurnee, IL | May 2015 - Sep 2015 | < 1 |
| Unemployed | Grayslake, IL | Jan 2011 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- NC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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