Afsana
Shahid
The Ayco Company, L.P
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About this Advisor
Afsana Shahid is a financial advisor based in Troy, Michigan, working with The Ayco Company, L.P. Afsana has previously held positions at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, University Of Michigan, and Goldman Sachs Ayco Personal Financial Management. Afsana has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Afsana is part of The Ayco Company, L.P, which operates out of Troy, Michigan. The firm has 24 offices and 1,792 employees. The firm manages assets totaling $25.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Ayco Company, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ayco Company, L.P Brokerage Details
$25,870,062,000
1,792
46,004
$562,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Afsana Shahid Work History
Goldman Sachs Ayco Personal Financial Management
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
University Of Michigan
Disclosures
Please visit the SEC profile of Afsana Shahid 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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