Unclaimed
Alexander Pritsker is a financial advisor currently working with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexander has been in the industry since July 2011 and is licensed to provide investment advice in 15 states, with specialties in fixed income, mutual funds, variable life insurance, annuities, and retirement planning. Previous employers include Wells Fargo Clearing Services, LLC, PNC Investments, TD Ameritrade, Inc., and Chase Investment Services Corp. Alexander has also passed a number of industry exams including the Series 7, Series 6, Series 63, and Series 65.
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
NJ
07/15/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EAST BRUNSWICK NJ)
NJ
01/10/2020 - 06/04/2021
WELLS FARGO CLEARING SERVICES, LLC (EAST BRUNSWICK NJ)
NJ
08/16/2016 - 06/15/2018
PNC INVESTMENTS (RED BANK NJ)
NJ
10/19/2015 - 08/05/2016
TD AMERITRADE, INC. (SHREWSBURY NJ)
NJ
08/08/2011 - 10/09/2015
PNC INVESTMENTS (EDISON NJ)
NJ
10/16/2009 - 07/15/2011
CHASE INVESTMENT SERVICES CORP. (OLD BRIDGE NJ)
IA
Issued 05/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2009
Series 6 - Investment Company Products/Variable Contracts 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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