Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lali? Claim Your ProfileLali David is a financial advisor currently registered with J.p. Morgan Securities LLC. Lali has been in the financial industry since June 17, 2011 and is registered in Texas. Previously, Lali worked at CHASE INVESTMENT SERVICES CORP. and PFS INVESTMENTS INC. Lali David holds the Series 6, Series 63 and SIE licenses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (SUGAR LAND TX)
TX
05/01/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUGARLAND TX)
TX
05/17/2011 - 03/29/2012
PFS INVESTMENTS INC. (STAFFORD TX)
BC
Issued 08/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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