Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bilal? Claim Your ProfileBilal Ali is a financial advisor currently registered with Schwab Wealth Advisory, Inc. and has been in the industry since June 2017. Bilal Ali holds FINRA registrations Series 3, 4, 7, 9, 10, 24, 63 and 66. Bilal Ali is registered to provide investment advice in 53 states and is also a registered investment advisor in Texas. Bilal Ali is also a registered representative for Charles Schwab & Co, Inc. Bilal Ali has worked in the industry for various other firms such as ROBINHOOD FINANCIAL, LLC and J.P. MORGAN SECURITIES LLC. Bilal Ali provides financial planning and portfolio management services to individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
TX
12/09/2022 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
08/11/2021 - 05/10/2022
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
08/16/2018 - 08/03/2021
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
01/17/2017 - 07/06/2018
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 12/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2021
Series 4 - Registered Options Principal Examination
BC
Issued 01/03/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/25/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2018
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Bilal Ali is the right advisor for you? Invested Better is here to help.
