linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Shaliza F Alli

Symetra Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shaliza? Claim Your Profile

About Shaliza F Alli

Shaliza F. Alli is a financial professional with over 20 years of experience in the industry. Currently, Shaliza Alli is registered with Symetra Securities, Inc. and is actively serving clients in Florida, Georgia, New Mexico, New York, Pennsylvania, Texas, Virginia, Washington, and Wisconsin. Prior to joining Symetra Securities, Inc. Shaliza Alli was affiliated with Nationwide Investment Services Corporation, Liberty Life Securities LLC, Liberty Life Distributors LLC, CitiCorp Investment Services, and Dime Securities, Inc. Shaliza Alli holds the Series 6, Series 63, and SIE licenses and is also registered with FINRA.

Firm Information

Shaliza Alli is currently registered with Symetra Securities, Inc.. Symetra Securities, Inc. is a corporation formed in August 1967 and is approved in all 50 states, as well as the District of Columbia and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

130

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shaliza Alli’s Registration & Firm History

WA

01/18/2019 - Present

Symetra Securities, Inc. (BELLEVUE WA)

OH

07/09/2008 - 01/02/2019

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

NH

12/05/2007 - 07/10/2008

LIBERTY LIFE SECURITIES LLC (DOVER NH)

NH

03/14/2006 - 12/31/2007

LIBERTY LIFE DISTRIBUTORS LLC (DOVER NH)

NY

07/10/2003 - 03/07/2006

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

05/26/1999 - 11/30/2000

DIME SECURITIES, INC. (BROOKLYN NY)

Not sure if Shaliza F Alli is right for you?

Licenses & Designations

BC

Issued 09/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shaliza F Alli.
Not sure if Shaliza F Alli is right for you?