Unclaimed
Alexander Lyskin is a financial advisor at Commonwealth Financial Network. Alexander has over 30 years of experience in the financial industry. Alexander is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Alexander has a wide range of experience working with individuals, high net worth individuals, corporations, businesses, charitable organizations, pension and profit sharing plans and state and municipal governments. Alexander is dedicated to helping clients reach their financial goals.
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.
1
2
CA
04/08/2016 - Present
Commonwealth Financial Network (Camarillo CA)
CA
09/04/2009 - 04/14/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (OXNARD CA)
CA
12/21/1999 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (OXNARD CA)
IN
10/01/1997 - 12/17/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
02/23/1996 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
CO
05/23/1994 - 03/01/1996
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
NA
09/28/1992 - 05/23/1994
PROGRAMMED EQUITIES CORPORATION
IA
Issued 08/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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