Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Moy is a financial advisor with Ameriprise Financial Services, LLC. Alexander has been in the financial services industry for over 17 years. He is registered with FINRA and holds Series 66, Series 7 and SIE licenses. Alexander has experience working with high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. He also offers asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Alexander Moy previously worked for WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC..
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.
Asset allocation services
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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2
NY
09/14/2023 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
NY
01/02/2014 - 08/08/2023
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
06/01/2009 - 01/29/2014
MORGAN STANLEY (NEW YORK NY)
NY
03/16/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/20/2005 - 04/07/2006
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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