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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nasser? Claim Your ProfileNasser Ali is a financial advisor with over 25 years of experience in the industry. Nasser Ali is currently registered with Osaic Wealth, Inc. in Maryland and Texas. Nasser Ali offers a range of services to individuals, families, and businesses, including financial planning, investment management, and retirement planning. Nasser Ali is a Certified Financial Planner and a Chartered Financial Analyst. Nasser Ali has previously worked with Lincoln Financial Securities Corporation, The Lincoln National Life Insurance Company, Legg Mason Wood Walker, Incorporated, Calvert Distributors, Inc., and The Advisors Group, Inc.. Nasser Ali is committed to providing clients with personalized financial advice that meets their individual needs.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
01/24/2025 - Present
Osaic Wealth, Inc. (HUNT VALLEY MD)
IN
01/11/2013 - 10/22/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
MD
04/26/2002 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (LUTHERVILLE MD)
MD
11/15/1999 - 04/05/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
03/15/1999 - 12/01/1999
CALVERT DISTRIBUTORS, INC. (BETHESDA MD)
MD
07/16/1997 - 03/22/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
MD
11/09/1995 - 07/16/1997
CALVERT DISTRIBUTORS, INC. (BETHESDA MD)
BC
Issued 02/07/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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