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Najeeb Ali

Centerview Partners LLC

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About Najeeb Ali

Najeeb Ali has been in the financial services industry for over 15 years. Najeeb is currently registered with Centerview Partners LLC. Najeeb was previously registered with J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., and Bear, Stearns & Co. Inc. Najeeb holds the following licenses: Series 7, Series 24, Series 63, SIE, and Series 79TO. Najeeb is registered in New York.

Firm Information

Najeeb Ali is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

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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Najeeb Ali’s Registration & Firm History

NY

06/27/2022 - Present

Centerview Partners LLC (NEW YORK NY)

NY

10/01/2008 - 05/31/2022

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

06/02/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

09/13/2007 - 06/02/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Najeeb Ali.
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