Unclaimed
Alex Ayzenberg is a financial advisor with Raymond James Financial Services Advisors, Inc. Alex has been in the industry since 1992. Alex is registered in 28 states. Alex is a member of FINRA. Alex has experience in financial planning, portfolio management, and pension consulting. Alex also offers hourly and fixed-rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
02/04/2022 - Present
Raymond James Financial Services Advisors, Inc. (Garden City NY)
NY
08/27/2008 - 03/25/2019
RAYMOND JAMES & ASSOCIATES, INC. (WOODBURY NY)
NY
01/01/2008 - 09/03/2008
WACHOVIA SECURITIES, LLC (HUNTINGTON NY)
NY
10/02/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNTINGTON NY)
NY
08/01/1995 - 08/28/1995
SHAMUS CAPITAL GROUP, INC. (NEW YORK NY)
NY
06/18/1992 - 08/08/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
BC
Issued 09/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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