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Ali Masoud

PCE Investment Bankers, Inc.

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About Ali Masoud

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.

Firm Information

Ali Masoud is currently registered with PCE Investment Bankers, Inc.. PCE Investment Bankers, Inc. is a Florida-based corporation formed on July 1, 1997. They are registered with the SEC and the state of Florida.

Not reported

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Ali Masoud’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ali Masoud.
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