Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Tulintseff is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Alexander has been in the industry for over 20 years and is registered to provide investment advice in Washington and Texas. He has a broad range of experience, having previously worked with J.P. Morgan Securities LLC, Chase Investment Services Corp., Waddell & Reed, Inc., Charles Schwab & Co., Inc. and McDonald Investments 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.
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
WA
12/05/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SEATTLE WA)
WA
10/01/2012 - 12/06/2016
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
08/25/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SEATTLE WA)
WA
04/11/2005 - 12/31/2009
WADDELL & REED, INC. (SEATTLE WA)
TX
11/19/2003 - 01/03/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
OH
03/04/2003 - 12/04/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NJ
11/15/2000 - 03/11/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 12/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities 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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