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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aleksandr? Claim Your ProfileAleksandr Dyo is an Investment Advisor Representative with Smart Portfolio. Aleksandr has been in the industry for 18 years. Aleksandr is registered with the state of California and holds the Series 6, Series 63, and Series 65 licenses. Aleksandr has experience working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Aleksandr has a history of working with firms like CAPITAL SYNERGY PARTNERS, NYLIFE SECURITIES LLC, and Smart Portfolio.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
02/10/2023 - Present
Smart Portfolio (Sacramento CA)
CA
11/07/2011 - 11/16/2012
CAPITAL SYNERGY PARTNERS (LOS ANGELES CA)
CA
02/13/2004 - 07/27/2011
NYLIFE SECURITIES LLC (LOS ANGELES CA)
IA
Issued 01/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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