Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Beygelman is a financial professional with a strong track record of success in the investment banking industry. Alex has held positions at reputable firms such as Barclays Capital Inc., Sandler, O'Neill & Partners, L.P., and BMO Capital Markets Corp. Currently, Alex is a registered representative with Oppenheimer & Co. Inc., a leading financial services firm with a broad range of investment products and services. Alex is dedicated to providing clients with personalized financial advice and helping them achieve their financial 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
08/01/2022 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
07/27/2015 - 06/05/2017
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/23/2014 - 07/16/2015
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
NY
09/05/2011 - 07/09/2014
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
BC
Issued 08/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/03/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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