Invested Better
Unclaimed

Unclaimed

Unclaimed

Ashish Kumar Lal

BDT & MSD Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ashish? Claim Your Profile

About Ashish Kumar Lal

Ashish Kumar Lal is a securities professional with over 10 years of experience in the industry. Ashish is a registered representative with BDT & MSD Partners, LLC, where Ashish has been employed since August 2011. Ashish holds the Series 63, Series 7, Series 24, Series 79, and SIE licenses. Ashish is licensed in 51 states. Ashish is based in Chicago, Illinois and has a branch office located in Chicago, Illinois.

Firm Information

Ashish Lal is currently registered with BDT & MSD Partners, LLC. BDT & MSD Partners, LLC is a Limited Liability Company formed on April 30, 2009. The firm is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

84

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ashish Lal’s Registration & Firm History

IL

08/19/2011 - Present

BDT & MSD Partners, LLC (CHICAGO IL)

Not sure if Ashish Kumar Lal is right for you?

Licenses & Designations

BC

Issued 10/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2016

Series 7 - General Securities Representative Examination

BC

Issued 08/17/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashish Kumar Lal.
Not sure if Ashish Kumar Lal is right for you?