Unclaimed
Aly Salman Lalani is a financial advisor with J.p. Morgan Securities LLC. Aly has been in the financial industry since 2007 and has a diverse range of experience. Aly is registered with FINRA and holds Series 7, 79, and 63 licenses, along with the SIE exam. Aly is registered in 53 states and the District of Columbia. Aly has worked with a variety of clients, including individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Aly is committed to providing clients with personalized financial advice 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/29/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
03/10/2008 - 12/15/2009
SEABURY SECURITIES LLC (NEW YORK NY)
NY
05/23/2007 - 02/22/2008
THE TRANSPORTATION GROUP (SECURITIES) LIMITED (NEW YORK NY)
BC
Issued 09/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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