Unclaimed
Alexander Izmailov is a financial advisor registered with the state of California. Alexander has been in the industry since 2006 and has a broad range of experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Currently, Alexander is an advisor at Mariner Independent, but has previously worked at Mutual Securities, Inc., Lincoln Financial Advisors Corporation, Alamo Capital, White Pacific Securities, Inc., and First Investors Corporation.
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.
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.
1
2
CA
05/04/2021 - Present
Mariner Independent (Danville CA)
CA
04/27/2018 - 06/30/2020
MUTUAL SECURITIES, INC. (San Ramon CA)
CA
02/13/2013 - 05/01/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (LIVERMORE CA)
CA
09/19/2012 - 02/25/2013
ALAMO CAPITAL (WALNUT CREEK CA)
CA
08/10/2009 - 03/09/2012
WHITE PACIFIC SECURITIES, INC. (SAN FRANCISCO CA)
CA
10/27/2006 - 05/26/2009
FIRST INVESTORS CORPORATION (SAN JOSE CA)
BOTH
Issued 11/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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