Ahmed
Eid
Bancwest Investment Services, Inc
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About this Advisor
Ahmed Eid is a financial advisor operating in Tempe, Arizona, with 4 years of relevant experience. Eid is an employee of Bancwest Investment Services, Inc. Their career trajectory has included roles at New York Community Bank, Morgan Stanley, Bank Of The West and Bancwest Investment Services, Inc. Eid holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Alaska, Arizona, California, Hawaii, Oregon and Washington. Bancwest Investment Services, Inc is a firm that has its headquarters in Omaha, NE. It has offices in 440 locations and a total of 369 people on staff. It handles $2 billion in assets across its 9,062 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to six charitable organizations. Of its 9,062 client accounts, just 7% belong to high-net-worth individuals who have at least $1 million in investable assets. The company offers a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically vary depending on which services are provided. Fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bancwest Investment Services, Inc Brokerage Details
$2,024,253,748
369
9,062
$223,378
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Ahmed Eid Work History
Ahmed has been registered as a financial advisor for 4 years.*
Bank Of The West
Bancwest Investment Services, Inc
Morgan Stanley
New York Community Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ahmed Eid to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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