Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ali? Claim Your ProfileAli Lancaster is a financial advisor with over two years of experience in the financial services industry. Ali Lancaster is currently registered with LPL Financial LLC. Previously, Ali Lancaster was registered with J.P. Morgan Securities LLC. Ali Lancaster holds the Series 6, Series 63, Series 99TO and SIE licenses. Ali Lancaster provides a variety of services including Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
Consulting and other non-discretionary advisory services
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.
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CA
10/20/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
12/23/2019 - 11/07/2021
J.P. MORGAN SECURITIES LLC (VENTURA CA)
BC
Issued 02/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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