Naveed Ahmady (CRD# 6528663) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 8 years of experience in the finance industry.
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services, Inc. | Portland, ME | Jun 2015 - Current | 8 |
| University Of Maine | Orono, ME | Sep 2014 - May 2015 | < 1 |
| University Of Maine | Orono, ME | Sep 2009 - May 2015 | 5 |
| Unum | Portland, ME | Jun 2014 - Aug 2014 | < 1 |
| University Of Maine | Orono, ME | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- ME
- TX
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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