Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alev? Claim Your ProfileAlev Kilic is a financial professional with experience in the financial services industry. Alev is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. as a Registered Representative and Investment Advisor Representative. Alev has previously worked with Northwestern Mutual Investment Services, LLC, NYLIFE Securities LLC, and PFS Investments Inc. Alev holds the Series 63, Series 65, Series 7TO and SIE securities licenses. Alev specializes in working with high-net-worth individuals, corporations, and institutional clients. Alev's experience includes providing financial planning, portfolio management, and investment advisory services.
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
CA
08/22/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
03/20/2023 - 11/01/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Manhattan Bch CA)
CA
09/03/2021 - 01/27/2023
NYLIFE SECURITIES LLC (WESTLAKE VILLAGE CA)
CA
05/13/2021 - 07/12/2021
PFS INVESTMENTS INC. (RIVERSIDE CA)
IA
Issued 11/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/14/2021
SIE - Securities Industry Essentials 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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