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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 Puziol is an investment advisor representative at Multiple Financial Services, Inc. Alexander has been in the industry for 10 years and is registered with the state of California. He holds the Series 65 designation. Alexander specializes in working with clients on their financial planning, educational seminars, and portfolio management needs. Alexander's areas of expertise include individuals, families, and retirement planning. Alexander has a background in accounting and finance and holds a Bachelor of Science in Accounting from the University of Southern California.
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.
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.
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.
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CA
05/14/2024 - Present
Multiple Financial Services, Inc. (Montecito CA)
IA
Issued 05/14/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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