Muhammad R. Wahdy
Professional summary
Muhammad R Wahdy was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Muhammad R Wahdy, who also goes by Muhammad R Wahdy, Muhammad Rehmatullah Wahdy, Muhammad Wahdy, was a registered financial professional .
Muhammad is a previously registered financial professional and started their career in finance in 2014. Muhammad had worked at 7 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 22, 2023 - July 31, 2025
WAHDY CAPITAL
December 20, 2022 - June 7, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 20, 2022 - June 7, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 16, 2022 - June 2, 2022
CASEY SECURITIES LLC
August 24, 2021 - March 15, 2022
WAHDY CAPITAL
May 6, 2020 - August 26, 2021
WELLS FARGO CLEARING SERVICES, LLC
May 6, 2020 - August 26, 2021
WELLS FARGO CLEARING SERVICES, LLC
March 14, 2019 - April 14, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
February 28, 2019 - April 14, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
September 28, 2016 - February 26, 2019
WAHDY CAPITAL
April 7, 2016 - August 16, 2016
TD AMERITRADE, INC.
April 7, 2016 - August 16, 2016
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
April 7, 2016 - August 16, 2016
TD AMERITRADE, INC.
June 3, 2015 - May 2, 2016
WAHDY CAPITAL
April 4, 2014 - March 5, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 10, 2014 - March 5, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 3/14/2019
General Securities Representative ExaminationCurrent Firm
WAHDY CAPITAL
CRD#: 175272 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 1,000,000 |
Red Flags
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