Muhammad Wahdy (CRD# 6266210) is an Investment Advisor Representative working at Td Ameritrade, Inc. in East Palo Alto, CA and has over 4 years of experience in the finance industry.
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
CRD# 5793035
Parker Investment Management, LLC
Score
107
CRD# 1568084
Three Bell Capital LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade | Palo Alto, CA | Mar 2016 - Current | 2 |
| Wahdy Altahan | Sacramento, CA | Mar 2015 - Apr 2016 | 1 |
| Bank Of America, N.a. | San Francisco, CA | Jun 2014 - Mar 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Oct 2013 - Mar 2015 | 1 |
| Seventeen | Sacramento, CA | Aug 2013 - Oct 2013 | < 1 |
| N/a | Sacramento, CA | Apr 2012 - Aug 2013 | 1 |
| Morgan Stanley | Sacramento, CA | Sep 2011 - Apr 2012 | < 1 |
| N/a | Sacramento, CA | Jul 2011 - Sep 2011 | < 1 |
| Masjid Annur | Sacramento, CA | Jun 2011 - Jul 2011 | < 1 |
| N/a | Sacramento, CA | Mar 2011 - Jun 2011 | < 1 |
| Hamilton Sterling Insurance Svcs | Moraga, CA | Nov 2010 - Mar 2011 | < 1 |
| Sharif Wahdy, Inc. | Sacramento, CA | Mar 2010 - Nov 2010 | < 1 |
| American River College | Sacramento, CA | Dec 2008 - Mar 2010 | 1 |
| Follet Corp | Stanford, CA | Sep 2008 - Dec 2008 | < 1 |
| Sacramento City College | Sacramento, CA | Aug 2007 - Sep 2008 | 1 |
| N/a | Sacramento, CA | Jun 2005 - Aug 2007 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- 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, VI, VT, WA, WI, WV, WY
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