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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ali? Claim Your ProfileAli Khisraw Rahimi is a financial advisor currently registered with Morgan Stanley. Ali is a highly experienced financial professional with a strong background in the securities industry. Ali has been active in the industry since 2012 and holds licenses for both broker-dealer and investment advisor activities. Ali is registered with the state of California and Texas and has passed numerous securities exams including the Series 6, 7, 63, and 66. Ali also holds the SIE exam, which reflects current best practices and is required of all new entrants into the securities industry. Ali's primary focus is on providing financial advice and portfolio management services to individuals, families, and businesses. Ali is also an active member of the industry and is committed to providing the highest level of service to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
12/11/2018 - Present
Morgan Stanley (CLAREMONT CA)
CA
10/01/2012 - 03/14/2013
J.P. MORGAN SECURITIES LLC (ANAHEIM CA)
CA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ANAHEIM CA)
BOTH
Issued 10/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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