Ahmed
Elsayed
Sofi Wealth LLC
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About this Advisor
Ahmed Elsayed is a financial advisor based in San Francisco, California, working with Sofi Wealth LLC. Ahmed has previously held positions at Wells Fargo Advisors, Creditrepair.Com Inc, Progrexion Teleservices, Inc, Portabella Stores, M&M'S World - Mars, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Sofi Securities, LLC, and Sofi Wealth LLC. Ahmed has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Ahmed is part of Sofi Wealth LLC, which operates out of San Francisco, California. The firm has 4 offices and 70 employees. The firm manages assets totaling $943.5 million and offers services including financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sofi Wealth LLC includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$943,520,661
70
165,546
$5,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Ahmed Elsayed Work History
Sofi Securities, LLC
Sofi Wealth LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wells Fargo Advisors
Creditrepair.Com Inc
Progrexion Teleservices, Inc
Portabella Stores
M&M'S World - Mars
Disclosures
Please visit the SEC profile of Ahmed Elsayed to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sofi Wealth LLC
San Francisco, CA
Jacksonville, FL
San Francisco, CA
Jacksonville, FL
San Francisco, CA
San Francisco, CA
San Francisco, CA
Salt Lake City, UT
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