Unclaimed
Alexander Miradoli is a financial professional with over 5 years of experience in the financial services industry. Alexander is a Certified Financial Planner™ and a Chartered Financial Consultant® and is currently registered with Park Avenue Securities LLC. Alexander provides financial planning, portfolio management, and educational seminars to individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Alexander has a strong track record of success in helping clients achieve their financial goals.
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.
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.
1
2
NY
03/24/2023 - Present
Park Avenue Securities LLC (GARDEN CITY NY)
NY
09/07/2017 - 10/09/2017
FORESTERS FINANCIAL SERVICES, INC. (WESTBURY NY)
BOTH
Issued 09/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Miradoli is the right advisor for you? Invested Better is here to help.