Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Syed? Claim Your ProfileSyed Ali is a financial advisor with Fidelity Personal And Workplace Advisors, located in Torrance, CA. Syed Ali has been in the industry since October 18, 2007, and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, Chase Investment Services Corp. and Wells Fargo Investments, LLC. Syed Ali holds the Series 66, Series 7 and SIE licenses and specializes in financial planning, portfolio management for individuals and businesses.
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.
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.
1
2
CA
04/01/2022 - Present
Fidelity Personal AND Workplace Advisors (TORRANCE CA)
CA
01/16/2014 - 01/26/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING HILLS EST CA)
CA
10/01/2012 - 01/03/2014
J.P. MORGAN SECURITIES LLC (REDONDO BEACH CA)
CA
11/16/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (REDONDO BEACH CA)
CA
01/01/2007 - 02/10/2009
WELLS FARGO INVESTMENTS, LLC (TORRANCE CA)
BOTH
Issued 02/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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