Unclaimed
Alex Storozhenko is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alex has been in the securities industry since 1998. Alex is currently registered with the state of Indiana as an Investment Advisor Representative. Alex is also registered in 28 other states as a Broker. Alex has a Series 7, Series 63 and Series 66 license. Alex has prior experience with GLENN MICHAEL FINANCIAL, INC., U.S. SECURITIES & FUTURES CORP., and PARAGON CAPITAL CORPORATION.
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
MI
12/13/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GRAND BLANC MI)
NY
01/26/1999 - 11/29/2000
GLENN MICHAEL FINANCIAL, INC. (MELVILLE NY)
NY
11/06/1998 - 01/28/1999
U.S. SECURITIES & FUTURES CORP. (NEW YORK NY)
NJ
01/01/1998 - 04/07/1998
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
BOTH
Issued 07/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative 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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