Nasser Ali

Current Employers

Employment History

• 04/2002 → 01/2025
  Lincoln Financial Advisors
  Hunt Valley, MD
• 01/2013 → 10/2020
  Lincoln Financial Securities Corporation
  Hunt Valley, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 2002-05-03 → 2025-01-24
  Osaic Fa, Inc.
  Lutherville, MD
  Vienna, VA
  Hunt Valley, MD
• 2000-08-24 → 2002-04-05
  Legg Mason Wood Walker, Incorporated
  Baltimore, MD

Other Businesses

1) THE GOLDHIRSH SURVIVOR'S TRUST, 307 INTERNATIONAL CIR, STE 390, HUNT VALLEY MD CATEGORY: FIDUCIARY NON-IMMEDIATE FAMILY MEMBER INVESTMENT RELATED: YES TITLE: INVESTMENT TRUSTEE DUTIES: ACT AS INVESTMENT TRUSTEE. THIS ROLE IS LIMITED TO MAKING INVESTMENT DECISIONS ONLY. START DATE: 05/2024 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1 2) THE GOLDHIRSH MARITAL TRUST 307 INTERNATIONAL CIR, STE 390, HUNT VALLEY MD CATEGORY: FIDUCIARY NON-IMMEDIATE FAMILY MEMBER INVESTMENT RELATED: YES TITLE: INVESTMENT TRUSTEE DUTIES: ACT AS INVESTMENT TRUSTEE. THIS ROLE IS LIMITED TO MAKING INVESTMENT DECISIONS ONLY. START DATE: 05/2024 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1 3) HERITAGE FINANCIAL CONSULTANTS POSITION: Director of Investment Management NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2019 ADDRESS: 307 International Cir, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: Oversee the investment due diligence, portfolio development, econometric modeling, market/economic client communications, 4) HERITAGE FINANCIAL CONSULTANTS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2019 ADDRESS: 301 International Cir., Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: Heritage Financial Consultants is the producer group I'm a part of. Heritage pays us (financial advisors) a pro-rata grid of the revenues received from Osaic.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-02-07
• S65 Uniform Investment Adviser Law Examination
  1998-03-25

Designations