Unclaimed
Alexander Camuzzi is a financial advisor with over 4 years of experience in the industry. Alexander is currently registered with Raymond James & Associates, Inc. and is located in the Boston, MA branch. Prior to his current role, Alexander was previously registered with STEPHENS, BDO CAPITAL ADVISORS, LLC and MIRUS SECURITIES, INC. Alexander is licensed in Massachusetts and holds the Series 63, SIE, Series 7TO and Series 79 licenses.
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.
Please see note in schedule d - miscellaneous
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
MA
06/24/2021 - Present
Raymond James & Associates, Inc. (BOSTON MA)
MA
09/24/2019 - 05/21/2021
STEPHENS (BOSTON MA)
MA
05/08/2018 - 10/02/2019
BDO CAPITAL ADVISORS, LLC (BOSTON MA)
MA
02/13/2018 - 04/13/2018
MIRUS SECURITIES, INC. (BURLINGTON MA)
BC
Issued 04/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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