Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Oliner is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Alexander has been in the industry since December 8, 2006. Alexander has a total of 7 approved registrations including one for investment advisory services. Alexander has also passed the Series 7, Series 55, Series 66 and SIE exams. Prior to joining Merrill Lynch, Alexander has worked at J.H. Darbie & Co., INC., Legend Securities, INC., Wells Fargo Advisors, LLC and EchoTrade LLC.
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
NY
06/21/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GARDEN CITY NY)
NY
09/25/2017 - 01/10/2018
J.H. DARBIE & CO., INC. (NEW YORK NY)
NY
01/28/2015 - 11/11/2016
LEGEND SECURITIES, INC. (NEW YORK NY)
NY
07/20/2011 - 07/15/2013
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
AZ
05/26/2011 - 08/18/2011
ECHOTRADE LLC (PHOENIX AZ)
AZ
04/26/2006 - 08/08/2008
ECHOTRADE LLC (PHOENIX AZ)
NY
03/29/1999 - 10/24/2003
WORLDCO, L.L.C. (NEW YORK NY)
BOTH
Issued 12/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/26/1999
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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