Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Bolshem is an investment advisor representative and financial professional with over 30 years of experience in the financial services industry. Alexander has been a registered representative with Ameriprise Financial Services, LLC since June 2015. Prior to that, Alexander was a registered representative with Wells Fargo Advisors, LLC from May 2010 to June 2015. Before joining Wells Fargo Advisors, LLC, Alexander was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., UBS Financial Services Inc., Morgan Stanley DW Inc. and Gruntal & Co., L.L.C. Alexander's professional experience has spanned multiple firms and roles, giving him a broad perspective of the financial services industry.
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.
Asset allocation services
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.
1
2
NJ
01/11/2022 - Present
Ameriprise Financial Services, LLC (PARAMUS NJ)
NJ
05/25/2010 - 06/10/2015
WELLS FARGO ADVISORS, LLC (RED BANK NJ)
NY
10/23/2009 - 05/26/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/18/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
07/12/2002 - 09/05/2006
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/26/1998 - 07/16/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/07/1991 - 11/03/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
07/15/1991 - 10/08/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 06/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Bolshem is the right advisor for you? Invested Better is here to help.
