Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid J Ali is an investment advisor representative who is registered with Diversify Advisory Services, LLC and Diversify Wealth Management, LLC. David is licensed in Delaware and Texas. David holds the Series 65 license. David has been in the industry since January 2011. David currently works at the Sandy, Utah office of Diversify Advisory Services, LLC and the Lewes, Delaware office of Diversify Wealth Management, LLC.
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.
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.
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UT
09/25/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
IA
Issued 08/24/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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