AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MA

Mostafizur R. Ahmed

WEBULL FINANCIAL
St. Petersburg, FL 33716
Some features on this profile are disabled
CRD#: 5470511
MA

Professional summary

Mostafizur Rahman Ahmed, who also goes by Max Ahmed, is a registered financial professional currently at WEBULL FINANCIAL LLC located in St. Petersburg, Florida and WEBULL SECURITIES (US) LLC located in St. Petersburg, Florida.

Mostafizur is registered as a RR (Registered Representative) and started their career in finance in 2008. Mostafizur has worked at 5 firms and has passed the Series 63, Series 52TO, Series 99TO, Series 57TO, Series 34, Series 3, SIE, Series 55, Series 7, Series 27, Series 30, Series 53, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Max Ahmed

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mostafizur Rahman Ahmed's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 9, 2024 - Present

WEBULL FINANCIAL LLC

Office #1: 200 Carillon Pkwy Floor 4, St. Petersburg, FL 33716
BD
CRD#: 289063
St. Petersburg, FL
Current

April 30, 2026 - Present

WEBULL SECURITIES (US) LLC

Office #1: 200 Carillon Parkway 5th Floor, St. Petersburg, FL 33716
BD
CRD#: 337940
ST. PETERSBURG, FL
Past

March 30, 2016 - December 4, 2024

ALLY INVEST SECURITIES LLC

BD
CRD#: 136131
Charlotte, NC
Past

February 5, 2010 - March 29, 2016

MB TRADING

BD
CRD#: 30330
EL SEGUNDO, CA
Past

September 30, 2008 - August 12, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
LOS ANGELES, CA
Past

April 29, 2008 - August 8, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(12/9/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 11/21/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 34
Date: 4/30/2022
Retail Off-Exchange FOREX Examination
General Industry/Product Exam
RR
Series 3
Date: 3/12/2022
National Commodity Futures Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 10/24/2010
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 4/28/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 7/5/2018
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 30
Date: 8/26/2017
NFA Branch Manager Examination
Principal/Supervisory Exam
RR
Series 53
Date: 8/5/2017
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/29/2017
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 3/10/2017
Registered Options Principal Examination
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm

WS
WEBULL SECURITIES (US) LLC
WEBULL SECURITIES (US) LLC

CRD#: 337940 / SEC#: , 8-71394

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
200 Carillon Parkway 5th Floor, St. Petersburg, FL 33716
Mailing Address
200 Carillon Parkway 5th Floor, St. Petersburg, FL 33716
Phone number
(917) 725-2408
Established
Delaware since 02/21/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
WEBULL HOLDINGS (US) INC.SOLE MEMBER
AHMED, MOSTAFIZUR RAHMANCHIEF COMPLIANCE OFFICER5470511
BASKETT, ERIN ELAINECHIEF EXECUTIVE OFFICER4538604
BEVAUN, MARLONFINOP / CHIEF FINANCIAL OFFICER6259795
TAYLOR, MICAH ANTHONY MR.GENERAL COUNSEL2890693

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEBULL SECURITIES (US) LLC

CRD#: 337940St. Petersburg, FL 33716

TRUST BUT VERIFY

Monitor Mostafizur Ahmed

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Spiros Vassilakos
Spiros VassilakosAdvisorCheck Check Mark
CSENGE ADVISORY GROUP, LLC
IAR
Tarpon Springs, FL
AB
Andrea BaaseAdvisorCheck Check Mark
J.W. COLE FINANCIAL, INC.
RR
TAMPA, FL
LG
Lee GorgasAdvisorCheck Check Mark
CHARLES SCHWAB & CO., INC.
IAR
RR
Tampa, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.