Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alen? Claim Your ProfileAlen Zhitomirsky is a financial advisor who is registered with Wells Fargo Clearing Services, LLC. Alen has over 10 years of experience in the financial industry. Alen has a Series 6, Series 7, Series 63, Series 66, and SIE licenses. Alen is a financial professional with a strong background in investment advisory services. Alen has experience working with a variety of clients, including individuals, families, businesses, and institutions. Alen is committed to providing his clients with personalized financial advice that meets their specific needs and goals.
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.
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.
Investment consulting services to institutional clients
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
FL
03/29/2024 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE BEACH FL)
NJ
11/16/2020 - 03/21/2022
SANTANDER SECURITIES LLC (West Caldwell NJ)
NJ
07/26/2018 - 09/03/2020
SANTANDER SECURITIES LLC (LIVINGSTON NJ)
NY
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 10/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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