Unclaimed
Ali Masoud is a registered representative with PCE Investment Bankers, Inc. Ali has been in the industry since February 9, 2018 and holds the Series 7, Series 79TO, and SIE licenses. Ali has previously been employed with Houlihan Lokey Capital, Inc., Houlihan Lokey Advisors, LLC, Avalon Securities, Ltd., Wellington Shields & Co., LLC, and NYLIFE Securities LLC. Ali is located in Ridgewood, NJ.
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.
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.
1
2
NJ
02/16/2024 - Present
PCE Investment Bankers, Inc. (Ridgewood NJ)
NY
12/10/2021 - 06/29/2023
HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)
NY
04/22/2021 - 06/29/2023
HOULIHAN LOKEY ADVISORS, LLC (NEW YORK NY)
NY
02/14/2019 - 04/12/2021
AVALON SECURITIES, LTD. (NEW YORK NY)
NY
11/02/2017 - 01/15/2019
WELLINGTON SHIELDS & CO., LLC (NEW YORK NY)
NY
05/12/2017 - 10/27/2017
NYLIFE SECURITIES LLC (NEW YORK NY)
BC
Issued 07/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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