Ali Abbas Nasser

Current Employers

Employment History

• 04/2009 → Present
  Altruvista Llc
  Houston, TX
• 08/2010 → Present
  Valmark Securities, Inc.
  Akron, OH
• 08/2010 → 12/2016
  Valmark Advisers, Inc.
  Akron, OH
• 03/2024 → Present
  Sequoia Financial Group
  Houston, TX
• 06/2017 → Present
  Altruvista Llc
  Houston, TX

Previous Registrations

• 2010-08-23 → 2016-12-31
  Valmark Advisers, Inc.
  Houston, TX
  Houston, TX
• 2010-09-21 → 2012-12-31
  Altruvista Llc
  Houston, TX
• 2006-02-02 → 2010-08-20
  Eagle Strategies Llc
  Houston, TX

Other Businesses

(1) VALMARK SECURITIES, SALE OF BROKER/DEALER BUSINESS WEALTH DESIGN GROUP, SALE OF DISABILITY INCOME INSURANCE, NOT INVESTMENT-RELATED, APPROXIMATELY 5 HRS/MO., COMMISSIONS RECEIVED./// (2) PASSIVE INVESTOR IN WALLIS STATE BANK./// (3) PASSIVE INVESTOR IN AMAF, LLC./// (4) AltruVista; Houston, TX; Owner & CEO; Wealth Management; investment related; compensation is Salary & Shareholder Distribution./// (5) Author, The Business Owner's Dilemma (Book), book is for business owners to introduce the concepts found in the Wealth Integration System for Entrepreneurs (WISE), not investment related, started 4/26/21, 6-10 hours per month, receives compensation through book sales./// (6) Wealth Integration System for Entrepreneurs (WISE), CEO and owner, coaching services for business owners, started 4/26/21, not investment related, 11-20 hours per month, receives compensation via book sales, workshop fees, and subscriptions./// (7) Speaker and Author, Ali Nasser as a speaker and author. He will be presented as a keynote speaker for business owners for life and wealth strategies as well as an author, 11-20 hours per month, receives compensation via speaking engagements./// (8) Altruvista RMC, LLC 3555 Timmons Lane Suite 915 Houston, TX 77027; Owner - Start Date 10/12/2011; Not Investment Related; LLC set up solely to receive insurance commissions; hours per month during trading 0 - hours per month during non-trading 0 ///

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-26
• S63 Uniform Securities Agent State Law Examination
  2004-10-08

Designations