Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Youssef Jefferson is a financial advisor with over 30 years of experience in the financial industry. Alex is currently registered with PKS Advisory Services, LLC and is also registered as an Investment Advisor Representative for PKS Financial. Prior to that, Alex was with HRC INVESTMENT SERVICES, INC., WADDELL & REED, INC., W. S. GRIFFITH & CO., INC., and HOME LIFE INSURANCE COMPANY. Alex holds Series 6, Series 63, and Series 65 licenses as well as the Securities Industry Essentials (SIE) exam. Alex specializes in providing financial planning services to individuals 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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
04/08/2021 - Present
PKS Advisory Services, LLC (ALBANY NY)
NY
09/01/2005 - 03/11/2010
HRC INVESTMENT SERVICES, INC. (ALBANY NY)
KS
08/20/1999 - 09/20/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
CT
09/30/1991 - 09/27/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
09/30/1991 - 10/19/1992
HOME LIFE INSURANCE COMPANY
IA
Issued 03/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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