Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamal? Claim Your ProfileJamal Ali Thompson is a financial advisor at Kestra Advisory Services, LLC. Jamal has been in the industry since 2003 and holds a Series 6, 7, 3, 63, 65, and SIE licenses. Jamal is registered in 18 states and is also a registered representative in California. Jamal has experience providing investment advice and services to a wide range of clients, including individuals, businesses, and institutions. Jamal has a passion for helping clients reach 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
09/14/2020 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CA
09/19/2012 - 03/05/2014
LPL FINANCIAL LLC (WOODLAND HILLS CA)
CA
08/06/2007 - 09/19/2012
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
CA
09/15/2003 - 08/14/2007
MML INVESTORS SERVICES, INC. (CASTAIC CA)
IA
Issued 08/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2007
Series 3 - National Commodity Futures Examination
BC
Issued 06/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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