Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex P. Wisnewski is a financial advisor at Iconiq Capital, LLC. Alex has been in the industry since 2011 and is licensed to provide investment advice in California. Alex is a Series 66, 3 and 7 licensed representative. Previously, Alex worked at Mercer Allied Company, L.P. and Goldman, Sachs & Co.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
05/24/2016 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
CA
06/07/2013 - 04/25/2016
MERCER ALLIED COMPANY, L.P. (SAN FRANCISCO CA)
NY
08/23/2011 - 06/10/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 10/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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