Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ali? Claim Your ProfileAli Sina MandalINCi is an investment advisor representative with Steward Partners Investment Advisory, LLC. Ali has been in the financial industry for over 29 years and has a strong track record of providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Ali is registered with the state of Massachusetts and Texas. Ali has a wide range of experience in the financial industry, including experience with UBS Financial Services Inc., Raymond James Financial Services, Inc., and Citigroup Global Markets Inc. Ali offers a variety of financial planning services, including portfolio management, financial consulting, and pension consulting.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
TX
07/07/2017 - Present
Steward Partners Investment Advisory, LLC (SPRING TX)
MA
05/04/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
01/02/2009 - 06/01/2017
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
10/11/1996 - 01/21/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
11/22/1993 - 10/29/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 8/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/6/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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