Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naser? Claim Your ProfileNaser Alzer is a financial advisor with LPL Financial LLC in Cedar Park, Texas. Naser has been in the financial services industry for over 20 years. Naser holds Series 7, Series 24, Series 26 and Series 66 licenses. Naser is also a Certified Financial Planner. Naser has previously worked with Capital One Investing, LLC and VALIC Financial Advisors, Inc. Naser's specialties include financial planning, investment management and retirement planning. Naser is committed to providing his clients with personalized financial advice and guidance.
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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2
TX
12/12/2016 - Present
LPL Financial LLC (CEDAR PARK TX)
TX
05/07/2015 - 12/13/2016
CAPITAL ONE INVESTING, LLC (Cedar Park TX)
TX
09/11/2012 - 05/15/2015
LPL FINANCIAL LLC (CEDAR PARK TX)
TX
12/02/2008 - 09/13/2012
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
TX
01/12/2007 - 12/03/2008
LPL FINANCIAL CORPORATION (ROUND ROCK TX)
TX
02/18/2005 - 01/25/2007
CITIGROUP GLOBAL MARKETS INC. (AUSTIN TX)
NJ
07/03/2003 - 02/24/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 07/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 06/23/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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