Unclaimed
Aleksandr Petrik is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Aleksandr is also registered as an investment advisor representative in Texas and Washington. Aleksandr has been in the securities industry since March 21, 2018. Aleksandr is a Series 7 and Series 66 licensed advisor with experience in the securities industry. Aleksandr has worked for Merrill Lynch, Pierce, Fenner & Smith Inc. since September 2016. The advisor has worked for several other companies in the past, including Bank of America, N.A., Skyline Properties, Inc, Staffmark, Construction Services, Universal Language Service, The Language Connection and University of Washington. Aleksandr's current registration is approved in Texas and Washington.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
04/23/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TACOMA WA)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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