Ahmed Iqbal (CRD# 6927455) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stratford, CT and has over 2 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Haven, CT | Dec 2021 - Current | 2 |
| Bank Of America, N.a. | New Haven, CT | Dec 2021 - Current | 2 |
| Bank Of America, N.a. | Farmington, CT | Feb 2020 - Nov 2021 | 1 |
| Unemployed | Hamden, CT | Jan 2020 - Feb 2020 | < 1 |
| Time And Tune Center | Doha, | Jan 2019 - Dec 2019 | < 1 |
| Northwestern Mutual | Westport, CT | Mar 2018 - Dec 2018 | < 1 |
| Keybank | Clinton, CT | Jan 2017 - Mar 2018 | 1 |
| University Of New Haven | Orange, CT | Aug 2016 - Dec 2016 | < 1 |
| Healthy Brands Co | Norwalk, CT | Jan 2016 - Aug 2016 | < 1 |
| Macy's | Milford, CT | Oct 2015 - Dec 2015 | < 1 |
| Unemployed | Woodbridge, CT | Aug 2015 - Sep 2015 | < 1 |
| Time And Tune Center | Doha, | Jan 2015 - Aug 2015 | < 1 |
| Qatar University | Doha, | Sep 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CT
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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