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Syed A
Series 63, Series 65, Series 66
Harrisonburg, VA
Merrill
Syed Ali is a financial advisor at Merrill with four years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at multiple financial institutions, including Bank of America and Wells Fargo. Outside of his advisory role, he owns and oversees a 7-11 franchise and manages several private business entities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a varied client base including individuals and institutions.
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