Syeda Zahra Ahmed (CRD# 7228415) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Raleigh, NC and has 1 year 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 |
|---|---|---|---|
| First Citizens Asset Management | Raleigh, NC | Mar 2022 - Current | 2 |
| First Citizens Bank | Raleigh, NC | Mar 2022 - Current | 2 |
| Credit Suisse | Morisville, NC | Feb 2020 - Mar 2022 | 2 |
| University Of North Carolina, Chapel Hill | Raleigh, NC | Jul 2019 - Feb 2020 | < 1 |
| Fadel Partners Inc. | New York, NY | Jun 2018 - Jul 2019 | 1 |
| Bard College | Annandale On Hudson, NY | Sep 2017 - May 2018 | < 1 |
| Bard College | Annandale On Hudson, NY | Aug 2014 - May 2018 | 3 |
| United World College Of South East Asia | Singapore, | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- NC
-
Total Assets Under Management523MILLIONS
-
Total Number of Accounts1,799ACCOUNTS
-
Average Account Value$290,710
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CT, GA, MA, NC, SC, TN, TX, VA
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