Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Shahidi is a financial advisor who is currently registered with Evoke Advisors. Alex has over 20 years of experience in the financial services industry. Alex is a Certified Financial Planner, Chartered Financial Consultant, and Chartered Financial Analyst. Alex holds the Series 66, Series 7 and SIE licenses. Alex is located in Los Angeles, California. Alex specializes in working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Alex is also a member of the Advisory Council for Bridgewater Associates.
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.
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.
Administrtive service, financial planning, and sub-advisory fees
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CA
07/14/2023 - Present
Evoke Advisors (LOS ANGELES CA)
CA
08/26/1999 - 11/18/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NY
05/20/1999 - 08/31/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/20/1999 - 08/31/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 09/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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