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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 Mahallati is an Investment Advisor Representative with MML Investors Services, LLC in Fort Lauderdale, Florida. Ali has been in the financial services industry since November 14, 1990. Ali has a number of securities licenses including Series 6, 7, 9, 10, 63, and 65. Ali also holds the SIE license. Ali is registered with the state of Florida as an investment advisor representative and a broker-dealer.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
FL
03/25/2017 - Present
MML Investors Services, LLC (FT LAUDERDALE FL)
FL
11/15/1990 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CORAL GABLES FL)
FL
11/15/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CORAL GABLES FL)
BC
Issued 05/16/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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