Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Shapses is a financial advisor with over 15 years of experience in the industry. Currently, Alexander is a partner at Summit Trail Advisors, LLC, a firm with over $19.9 billion in assets under management. Alexander holds Series 6, 7, and 63 licenses as well as the SIE exam. Alexander is also a Certified Financial Planner. Alexander has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Alexander specializes in providing financial planning, portfolio management, and investment advisory services.
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.
Outsourced chief investment officer services / family office 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
07/30/2021 - Present
Summit Trail Advisors, LLC (NEW YORK NY)
NY
04/07/2014 - 02/26/2021
M HOLDINGS SECURITIES, INC. (WOODBURY NY)
NJ
05/01/2012 - 05/07/2015
VICTOR SECURITIES, LLC (ENGLEWOOD NJ)
NY
03/10/2010 - 04/09/2010
FURTHER LANE SECURITIES, L.P. (NEW YORK NY)
NY
09/23/2004 - 04/08/2008
FURTHER LANE SECURITIES, L.P. (NEW YORK NY)
CA
07/24/2002 - 06/02/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 06/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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