Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alecsander? Claim Your ProfileAlecsander Zari is a Certified Financial Planner™ registered with the state of California and affiliated with Dynamic Wealth Advisors. Alecsander has been working in the industry since 2017, and previously held roles at Steel Peak Wealth Management and Uber. Alecsander specializes in financial planning, pension consulting, educational seminars, publication of periodicals and the selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Asset-based and flat fees for model portfolio adviser services
1
2
AZ
09/15/2021 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
IA
Issued 06/29/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Alecsander Zari is the right advisor for you? Invested Better is here to help.
