Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Shurin is a financial advisor at Edelman Financial Engines. Alex has been in the financial services industry since 2001, and has a Series 7 and Series 66 securities license. Alex is a Certified Financial Planner and a Chartered Financial Consultant. Alex has experience working with individuals, families, and businesses to develop and implement financial plans. Alex specializes in financial planning, retirement planning, and investment management. Alex is passionate about helping clients 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.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
TX
11/01/2018 - Present
Edelman Financial Engines (HOUSTON TX)
TX
08/08/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (HOUSTON TX)
TX
03/24/2008 - 08/12/2016
CHARLES SCHWAB & CO., INC. (SUGAR LAND TX)
TX
02/29/2008 - 03/20/2008
LPL FINANCIAL CORPORATION (HOUSTON TX)
TX
08/17/2007 - 02/05/2008
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
03/01/2006 - 08/01/2007
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
04/22/2005 - 01/25/2006
AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)
NY
05/06/2002 - 07/03/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
PA
07/30/2001 - 05/10/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 03/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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