Mohammed Ajmeri
Advisor at Fidelity
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.
Advisor at Fidelity
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.
Mohammed Ajmeri is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works closely with clients to simplify financial planning, helping them identify their financial goals and develop strategies to achieve them. He prioritizes building long-lasting and trustworthy relationships to ensure personalized financial planning tailored to each client's interests and aspirations.
Prior to his current position, Mohammed gained experience as a Sr. Premier Banker at Wells Fargo from 2021 to 2024, and as a Wealth Relationship Manager, AVP, at Citibank from 2016 to 2020. He is proficient in Gujarati, Hindi, and Urdu. Outside of his professional life, Mohammed enjoys biking, fishing, horseback riding, outdoor adventures, parenthood, and reading.
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2024 - Present (2 years)
WElls Fargo Clearing Services, LLC
2021 - 2024 (3 years)
Wells Fargo Bank, nA
2021 - 2024 (3 years)
Stay at home Parent
2020 - 2020 (1 year)
Citibank, NA
2016 - 2020 (4 years)
Ajmeri Consulting Services
2011 - 2016 (5 years)
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