Stock Broker
DIGITAL ASSEST TRADING
INVESTMENT PLANNING AND ADVISORY SERVICES
I am a professional at managing investment portfolios and I have been trading and brokering stocks for clients since 1998.
15 Years of
Experience
with about 4 prestigious brokerage firms.
Hi! I am a Stock Broker and Investment Adviser with CHARLES SCHWAB & CO., and I'm very passionate and dedicated to my work in the financial markets. I have obtained fifty-three(53) State Registration Licenses and passed six(6) Brokerage Qualification Examinations. I'M A STOCK BROKER, FINANCIAL ADVISOR & INVESTMENT ADVISOR. I am MARIANA LAUREN ALI. An Investment Advisor and Stock Broker with over 15 years of experience in the financial industry and has held several senior positions in financial service providers, including RBC CAPITAL MARKETS, Llc, WELLS FARGO CLEARING SERVICES, LLC and UBS FINANCIAL SERVICES INC. At the moment, I partner with UBS FINANCIAL SERVICES INC. (CRD#:8174) where I help clients meet their desired financial targets with strategic investing in the stock, digital & foreign exchange market. I have been a consulting partner to multiple blockchain and cryptocurrency start-ups and has helped launch several successful ICOS and STOS.
See Detailed Report- contact: Marianalaurenali@outlook.com
Stock Broker, Financial Consultant
Examinations
SIE - Securities Industry Essentials Examination
[Oct 1, 2018]
General Industry/Products Exam
Series 7 - General Securities Representative Examination
[Aug 18, 2012]
General Industry/Products Exam
Series 6 - Investment Company Products/Variable Contracts Representative Examination [Dec 12, 1997]
General Industry/Products Exam
Series 66 - Uniform Combined State Law Examination
[Oct 22, 2015]
State Securities Law Exam
Series 63 - Uniform Securities Agent State Law Examination
[Aug 27, 2012]
State Securities Law Exam
Series 24 - General Securities Principal Examination
[Sep 12, 2018]
Principal/Supervisory Exam
Work Experience
CHARLES SCHWAB & CO., INC. (CRD# 5393)
Stock Broker | Investment Adviser
[2022 - Present (1 year)]TD AMERITRADE, INC. (CRD# 7870)
Stock Broker | Investment Adviser
[2012 - Present (11 years)]TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514)
Investment Adviser
[2015 - 2019 (3 years)]FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507)
Stock Broker
[1998 - 1999 (1 year)]
I manage investment portfolios and offer financial planning services
24
Daily Working Hours550
Total Portfolios Handled15
Years of Experience702
Total ClientsMy Services
STOCKBROKERAGE
Strategically facilitating the buying and selling of stocks for profitable margins.
INVESTMENT ADVISOR
Provide insight and guidance on the best investment with consistent profit.
DIGITAL ASSET TRADING
Investing in the most reliable cryptocurrency projects and development of various financial technology products, including algorithmic trading software.
FINANCIAL CONSULTING
Critical evaluation with deep insight on investment in efficiently handling financial portfolios with consistent profits.
SECURITY ON INVESTMENTS
I give a certain degree of security on my clients investments; making sure that they never lose out completely on a trading or investment deal
24 / 7 PROFIT GENERATION
With my strategies, my clients are guaranteed to get returns on their investments continuously for the duration of their trading contract.
Client Reviews
I've been working with Jennifer for about 3 years now, I gave her complete autonomy to make investment decisions on my portfolio after I realized how experienced she was in the financial markets.Mrs MARIANA LAUREN has been advising me for over 6 years and has a deep understanding of the markets, economic trends, and investment strategies. She is committed to providing personalized advice tailored to each client's unique goals and objectives. She is passionate about helping clients achieve their financial dreams, and she is dedicated to providing them with the knowledge and resources they need to succeed.
Jhon Niko
I was looking for an investment advisor and I came across MARIANA. She was incredibly knowledgeable and helpful in guiding me through my investment options. She had a great understanding of the markets and was able to provide me with sound advice that yielded great returns. I highly recommend Mrs Mariana as an investment advisor for anyone looking to invest in the financial market.
Jennifer Paige
I personally recommend Mr Mariana to anyone looking to trade digital assets, as I am confident that she will provide invaluable insights and exceptional services to ensure success in the trading space. Her years of experience, her expertise and her commitment to her clients make her a suitable choice for any kind of trading.
Larry Kenth
I can improve your portfolio's performance significantly.
Let’s Talk
