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Naveed Ahmed

1 Year of Experience
Tampa, FL
Broker

Naveed Ahmed is a registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 1 years of industry experience. Naveed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3816 W De Leon Street Unit #1, Tampa, FL, 33609

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Naveed works as an assistant to financial advisor Mansoor Ahmed for both Summit Financial Networks and Gain Strategies Wealth Management. He spends about a quarter of his time on clerical duties, paperwork, and office work for each company.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
State Registrations4 states
FLGAMOOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Naveed Ahmed - Financial Advisor | TrueAdvisor