Iftikhar AhmedCRD Number: 6270480
Current Firm: Waddell & Reed
Iftikhar Ahmed (CRD# 6270480) is an Investment Advisor Representative working at Waddell & Reed in Cupertino, CA and has over 4 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|Victoriana Of Los Gatos Home Owners Association||Los Gatos, CA||Nov 2017 - Current||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Los Gatos, CA||Jan 2014 - Current||4|
|Waddell & Reed, Inc.||Cupertino, CA||Nov 2013 - Current||4|
|Saadia Ahmed||Campbell, CA||Nov 2013 - Jan 2015||1|
|John Stachnick||Campbell, CA||Nov 2013 - Jan 2015||1|
|Saul Greene||Campbell, CA||Nov 2013 - Jan 2015||1|
|Unemployed||Los Gatos, CA||Oct 2013 - Nov 2013||< 1|
|Cisco Systems, Inc.||San Jose, CA||May 1997 - Oct 2013||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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