Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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