Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Edelman is a financial advisor in Boston, Massachusetts. Alexander is currently registered with Eaton Vance Management, a firm with 160 employees. Eaton Vance Management has offices in Boston, Massachusetts. They offer a range of advisory services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Alexander has a strong background in the financial services industry, having previously worked with Columbia Management Advisors, LLC and Invesco. Alexander has a diverse client base which includes insurance companies, investment companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
10/20/2022 - Present
Eaton Vance Management (BOSTON MA)
NY
04/21/2022 - 06/10/2022
INVESCO DISTRIBUTORS, INC. (NEW YORK NY)
MA
08/01/2003 - 05/11/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
07/24/1998 - 10/28/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
11/01/1996 - 02/19/1997
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
05/26/1992 - 11/01/1996
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
CA
07/18/1989 - 12/31/1991
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
08/28/1984 - 05/28/1987
FIRST INVESTORS CORPORATION
BOTH
Issued 12/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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