Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ali? Claim Your ProfileAli Mahbod is a financial advisor with Truist Advisory Services, Inc. located in Atlanta, GA. Ali has been in the financial services industry since 2011. Ali holds the Series 7, 63, 66 and SIE licenses. Ali is also a Certified Financial Planner. Ali provides financial planning and investment management services to individuals, businesses, and retirement plans.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
GA
06/08/2020 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
06/05/2015 - 05/15/2018
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
11/14/2014 - 06/18/2015
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
LA
02/25/2011 - 06/13/2014
EDWARD JONES (NEW ORLEANS LA)
BC
Issued 07/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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