Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamil? Claim Your ProfileJamil Dada is a financial advisor who has been working in the industry since 1989. Jamil is currently registered with LPL Financial LLC and has previously worked with IFMG Securities, Inc., DFC Investor Services, National Planning Corporation, FISERV Investor Services, Inc. and AEGON USA Securities Inc. Jamil holds several licenses including the Series 7, Series 24 and Series 63.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
LPL Financial LLC (RIVERSIDE CA)
CA
08/01/2007 - 03/04/2008
IFMG SECURITIES, INC. (RIVERSIDE CA)
CA
01/02/2002 - 08/09/2007
DFC INVESTOR SERVICES (RIVERSIDE CA)
CA
01/03/2001 - 01/10/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TX
02/18/1998 - 12/31/2000
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
06/23/1997 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MN
03/23/1988 - 12/01/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 12/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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