Muhammad Wahdy, financial advisor East Palo Alto CA
89 score

Muhammad Wahdy

CRD Number: 6266210
Current Firm: Td Ameritrade, Inc.

Muhammad Wahdy (CRD# 6266210) is an Investment Advisor Representative working at Td Ameritrade, Inc. in East Palo Alto, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Karl Mills, financial advisor East Palo Alto CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor East Palo Alto CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
William Martin, financial advisor East Palo Alto CA
William H. Martin
CRD# 1568084
Altos Investments, Inc.
Score
106
Company Name Location Dates Years
Td Ameritrade Palo Alto, CA Mar 2016 - Current < 1
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
Contact Info for Muhammad R. Wahdy
Phone Number: (800) 669-3900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.