Ahmed Elemary (CRD# 6058012) is an Investment Advisor Representative working at Morgan Stanley in San Diego, CA and has over 11 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | San Diego, CA | Sep 2023 - Current | < 1 |
| Morgan Stanley | San Diego, CA | Sep 2023 - Current | < 1 |
| Morgan Stanley | San Diego, CA | Mar 2023 - Current | 1 |
| E*trade Securities LLC | San Diego, CA | Dec 2019 - Current | 4 |
| E*trade Capital Management LLC | San Diego, CA | Dec 2019 - Current | 4 |
| Ahmed Elemary Innovations | Carlsbad, CA | Sep 2014 - Current | 9 |
| Bank Of America, N.a. | San Diego, CA | Oct 2015 - Dec 2019 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego, CA | Oct 2015 - Dec 2019 | 4 |
| Jp Morgan Chase Bank | Solana Beach, CA | Nov 2012 - Oct 2015 | 2 |
| Jp Morgan Securities, LLC | Solana Beach, CA | Nov 2012 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- CA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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