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Ed vincent Casas Lepalam

Alliance-ONE Investments, LLC

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About Ed vincent Casas Lepalam

Ed vincent Lepalam is a financial professional with experience in the financial services industry. Ed vincent Lepalam is currently registered with Alliance-ONE Investments, LLC. Ed vincent Lepalam holds the Series 6, SIE, and Series 6TO licenses. Previously, Ed vincent Lepalam was registered with DIRECTED SERVICES LLC.

Firm Information

Ed vincent Lepalam is currently registered with Alliance-ONE Investments, LLC. Alliance-ONE Investments, LLC is a Limited Liability Company formed on October 20, 2016. The firm is registered with the SEC and has one approved registration.

Not reported

Assets Under Management

Not reported

Total Clients

428

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.

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Ed vincent Lepalam’s Registration & Firm History

OK

06/27/2024 - Present

Alliance-ONE Investments, LLC (Tulsa OK)

NA

10/06/2016 - 02/20/2018

DIRECTED SERVICES LLC (CEBU CITY )

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Licenses & Designations

BC

Issued 06/27/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/23/2023

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ed vincent Casas Lepalam.
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