Mohamed Sayeed Ali

Current Employers

Employment History

• 04/2009 → 01/2017
  Lpl Financial
  Quincy, IL
• 08/2014 → Present
  Cwm, Llc
  Quincy, IL
• 01/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2012-01-06 → 2014-11-19
  Lpl Financial Llc
  Quincy, IL

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH MANAGEMENT GROUP, CARSON GROUP PARTNERS AND CARSON GROUP. INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATIONNATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 11/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE. 2. NAME OF OTHER BUSINESS: SCHLIPMAN WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 3/2015 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR 3. NAME OF OTHER BUSINESS: REAL ESTATE INVESTMENT RELATED: NO ADDRESS: 2604 SHEEHAN COURT, #203, NAPERVILLE, IL 60564 NATURE OF BUSINESS: REAL ESTATE RENTAL START DATE: 2003 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: LESS THAN 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: COLLECT RENT AND OCCASIONAL MAINTENANCE AS NEEDED 4. NAME OF OTHER BUSINESS: REAL ESTATE INVESTMENT RELATED: NO ADDRESS: 2267 ROCKEFELLER DRIVE, GENEVA, IL 60134 NATURE OF BUSINESS: REAL ESTATE RENTAL START DATE: 2006 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: LESS THAN 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: COLLECT RENT AND OCCASIONAL MAINTENANCE AS NEEDED 5. NAME OF OTHER BUSINESS: REAL ESTATE INVESTMENT RELATED: NO ADDRESS: 212 EAST KANSAS STREET, ELBURN, IL 60119 NATURE OF BUSINESS: REAL ESTATE RENTAL START DATE: 2007 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: LESS THAN 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: COLLECT RENT AND OCCASIONAL MAINTENANCE AS NEEDED 6. NAME OF OTHER BUSINESS: BLESSING HOSPITAL; INVESTMENT RELATED: NO; ADDRESS: 1005 BROADWAY ST, QUINCY CENTER, IL 62301; NATURE OF BUSINESS: BOARD; START DATE: 3/2024; POSITION/TITLE/RELATIONSHIP: CHAIRMAN; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LEAD APPROXIMATELY 14 OTHER VOLUNTEER BOARD MEMBERS AND PROVIDE COMMUNITY GUIDANCE TO THE CEO AND HIS EXECUTIVE TEAM; 7. NAME OF OTHER BUSINESS: BLESSING CORPORATE SERVICES; INVESTMENT RELATED: NO; ADDRESS: 1005 BROADWAY ST, QUINCY, IL 62301; NATURE OF BUSINESS: BOARD; START DATE: 12/2016; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS, OFFER GUIDANCE TO CEO AND EXECUTIVE TEAM; 8. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2007; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-10-01
• S65 Uniform Investment Adviser Law Examination
  2012-01-05

Other Names

• Mohamed Sayeed Ali
• Sayeed Anwar Ali