Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alina? Claim Your ProfileAlina Lloyd is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alina has been in the industry since 2005, and has worked for a number of prominent firms including Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Alina is licensed to provide investment advice and securities services in several states, including California, Colorado, Delaware, Florida, Illinois, Indiana, Michigan, New York, North Carolina, Puerto Rico, South Dakota, Tennessee, Texas, Virginia, and Washington. Alina holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Alina also has experience in rental property management and is a board member for StarVista. Alina is committed to providing clients with the highest level of service and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/30/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALO ALTO CA)
CA
08/29/2014 - 06/20/2018
WELLS FARGO CLEARING SERVICES, LLC (PALO ALTO CA)
CA
10/01/2008 - 05/16/2014
J.P. MORGAN SECURITIES LLC (PALO ALTO CA)
CA
05/18/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (LOS ANGELES CA)
IA
Issued 10/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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