Ahmed Gamal Ahmed Issa
Advisor at Merrill — Los Angeles, CA S Hope St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
7 years
Location
Los Angeles, CA 90071
Merrill
Institution
Ahmed Issa is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to each client's investment personality and life priorities. Ahmed works closely with clients, including immigrants, business owners, and their families, to deliver customized wealth management approaches that adapt to their changing needs and market conditions. He leverages the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives.
Before joining Merrill Lynch, Ahmed worked at Tesla, focusing on helping clients adopt a more eco-friendly lifestyle. He also has experience as a business owner, which informs his understanding of the challenges in starting, maintaining, and growing a business, as well as the importance of wealth management across different stages. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and retirement income.
Ahmed holds a Bachelor's Degree in Law from Alexandria University in Egypt and a Master's Degree in Law from Indiana University Robert H. McKinney School of Law. He is a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA), and is Series 7 and Series 66 FINRA registered. Ahmed is fluent in English and Arabic. Born and raised in Alexandria, Egypt, he moved to the United States in 2011. Outside of work, he values spending time with his family and enjoys an active lifestyle that includes hiking, camping, motorcycling, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Los Angeles, CA S Hope St
333 S Hope St
Los Angeles CA 90071
Advisors at this office
148
California · Texas
7 years of industry experience
BANK of AMERICA, N.A.
2019 - Present • 7 years
Los Angeles, CA
Merrill
2019 - Present • 7 years
Los Angeles, CA
Umemployed
2019 - 2019 • 1 year
Los Angeles, CA
Tesla Inc,
2018 - 2019 • 1 year
Palo Alto, CA
Egy Custom Inc.
2013 - 2018 • 5 years
West Covina, CA
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A bankruptcy, a compromise with creditors (such as a short sale) or a brokerage liquidation.
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