Samir AhmedCRD Number: 6256818
Current Firm: Facet Wealth, Inc.
Samir Ahmed (CRD# 6256818) is an Investment Advisor Representative working at Facet Wealth, Inc. in Riverview, FL and has over 5 years of experience in the finance industry. Samir Ahmed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Commonwealth Financial Network
Raymond James & Associates, Inc.
Truist Advisory Services, Inc.
|Facet Wealth||Riverview, FL||Jan 2021 - Current||< 1|
|Facet Wealth, Inc.||Tampa, FL||Jan 2021 - Current||< 1|
|Charles Schwab & Company, Inc.||Temple Terrace, FL||May 2020 - Current||1|
|Florida State University||Tallahassee, FL||Sep 2011 - Current||9|
|Schwab||Tampa, FL||May 2020 - Jan 2021||< 1|
|Usaa Investment Management Company||Tampa, FL||Jan 2018 - May 2020||2|
|Usaa Financial Advisors Inc.||Tampa, FL||May 2017 - May 2020||3|
|Usaa||Tampa, FL||May 2017 - May 2020||3|
|Usaa Financial Planning Services||Tampa, FL||May 2017 - May 2020||3|
|Us Army National Guard||St Petersburg, FL||Jul 2016 - Jul 2017||1|
|Jpmorgan Chase||Tampa, FL||Jan 2014 - Apr 2017||3|
|Usaa Financial Planning Services Inc.||Tampa, FL||Sep 2013 - Oct 2013||< 1|
|Usaa||Tampa, FL||Sep 2013 - Oct 2013||< 1|
|Movement Mortgage||Tempe, AZ||Sep 2012 - Sep 2013||1|
|Actionlink||Miami, FL||Jan 2011 - Jul 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2015|
Total Assets Under Management625MILLIONS
Total Number of Accounts6,365ACCOUNTS
Average Account Value$98,224
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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