Ajmal Hakeemi (CRD# 6591123) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 7 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Financial
CRD# 4091287
Dynamic Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Phoenix, AZ | Jul 2021 - Current | 2 |
| First Financial Wealth Management, LLC | Scottsdale, AZ | Apr 2020 - Jun 2021 | 1 |
| John Hancock Advisers, LLC | Boston, MA | Nov 2018 - Mar 2020 | 1 |
| John Hancock | Tempe, AZ | Oct 2018 - Mar 2020 | 1 |
| John Hancock Funds, Inc. | Boston, MA | Oct 2018 - Mar 2020 | 1 |
| Wells Fargo Bank, Na | Tempe, AZ | Jan 2017 - Sep 2018 | 1 |
| Wells Fargo Clearing Services, LLC | Tempe, AZ | Jan 2017 - Sep 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Dec 2015 - Jan 2017 | 1 |
| Bank Of America, N.a. | Chandler, AZ | Dec 2015 - Jan 2017 | 1 |
| Wells Fargo | Tucson, AZ | Apr 2014 - Dec 2015 | 1 |
| Tucson Residence Foundation | Tucson, AZ | Apr 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- AZ
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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