Unclaimed
Delal Ali is a financial professional with over a decade of experience in the industry. Delal is currently registered as a Registered Representative with Blackrock Investment Management, LLC. Prior to joining Blackrock, Delal has held positions at Foreside Fund Services, LLC and CCO Capital, LLC. Delal holds multiple licenses including Series 7, 63, 66 and 24. Delal provides portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Delal has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
07/11/2023 - Present
Blackrock Investment Management, LLC (SAN FRANCISCO CA)
ME
01/09/2023 - 05/31/2023
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CA
10/03/2018 - 09/24/2019
CCO CAPITAL, LLC (Los Angeles CA)
CA
03/22/2010 - 04/26/2010
WELLS FARGO FUNDS DISTRIBUTOR, LLC (SAN FRANCISCO CA)
CA
03/31/2009 - 03/29/2010
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
05/16/2008 - 12/31/2008
WELLS FARGO INSTITUTIONAL SECURITIES, LLC (SAN FRANCISCO CA)
BOTH
Issued 12/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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