Unclaimed
Alex Weissman is a financial advisor in Great Neck, NY, with over 25 years of experience in the industry. Alex is a registered representative of Cambridge Investment Research Advisors, Inc. and holds the Series 7, Series 63, Series 66, and SIE licenses. Alex has a long history of serving clients in New York and surrounding states. Alex is a Registered Investment Advisor and has a strong background in working with individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
04/16/2021 - Present
Cambridge Investment Research Advisors, Inc. (Great Neck NY)
NY
11/22/2013 - 01/20/2021
NATIONAL SECURITIES CORPORATION (FLUSHING NY)
NY
03/04/1999 - 11/22/2013
PRIME CAPITAL SERVICES, INC. (FLUSHING NY)
NA
01/13/1999 - 02/04/1999
PRIME CAPITAL SERVICES, INC.
AZ
01/09/1995 - 01/13/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 01/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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