Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Fischman is a financial advisor with over 10 years of experience in the industry. Alexander is currently registered with Morgan Stanley and has held prior positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Dinosaur Financial Group, L.L.C., Laidlaw & Company (UK) LTD., Spartan Capital Securities, LLC, and Portfolio Advisors Alliance, Inc. Alexander has a wide range of experience in providing financial advice to individuals, corporations, and institutions. Alexander holds the Series 7, Series 63, and Series 65 licenses. Alexander is also a graduate of [School Name] with a degree in [Degree]. Alexander is a member of [Professional Associations] and is committed to providing clients with the highest level of service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
07/22/2021 - Present
Morgan Stanley (Paramus NJ)
CT
07/25/2016 - 07/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
NY
01/19/2016 - 06/28/2016
DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)
NY
04/29/2013 - 02/17/2016
LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)
NY
10/23/2012 - 03/20/2013
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
NY
10/05/2012 - 10/23/2012
PORTFOLIO ADVISORS ALLIANCE, INC. (NEW YORK NY)
IA
Issued 12/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alexander Fischman is the right advisor for you? Invested Better is here to help.
