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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Budin is an active investment advisor representative registered with the state of Maryland. Alexander is associated with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since February 2013. Alexander has previously worked with AXA Advisors, LLC. Alexander's professional licenses and certifications include Series 66, Series 10, Series 9, SIE, and Series 7. Alexander has a specializations in Investment Strategies, Product Knowledge, Client Relationship Management, and Regulatory Compliance. Alexander has specialized knowledge in working with Insurance Companies, Charitable Organizations, High Net Worth Individuals, Pension and Profit Sharing Plans, Corporations or Other Businesses, Individuals Other Than High Net Worth, and State Or Municipal Government Entities. Alexander's firm, Merrill Lynch, Pierce, Fenner & Smith Inc. provides the following services to clients; Performance Measurement Reports, Allocation Modeling, IPS, Research Reports and Services, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management For Businesses, and Portfolio Management For Individuals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MD
09/09/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Hunt Valley MD)
NJ
06/07/2012 - 12/12/2012
AXA ADVISORS, LLC (EDISON NJ)
BOTH
Issued 09/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/17/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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