Unclaimed
Aline Lavelle is a registered representative with Moors & Cabot, Inc., a firm with over 145 registered representatives. Aline has over 39 years of experience in the industry. Aline's expertise includes portfolio management for businesses and individuals. Aline is registered in 12 states and has a Series 7, Series 22, Series 63, and Series 79TO. Aline has been with Moors & Cabot, Inc. for over 30 years and has previously worked for ALTERNATIVE INVESTMENT CORPORATION and LANGELIER SECURITIES, INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
MA
05/15/1989 - Present
Moors & Cabot, Inc. (BOSTON MA)
NA
04/21/1989 - 05/15/1989
MOORS & CABOT, INC.
NA
05/27/1987 - 04/27/1989
ALTERNATIVE INVESTMENT CORPORATION
NA
03/05/1984 - 06/05/1987
LANGELIER SECURITIES, INC.
BC
Issued 01/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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