Unclaimed
Alexander Avestini is a financial advisor registered with Avior Wealth Management, LLC. Alexander is based in Minnetonka, MN and has been in the financial services industry since 2014. Prior to joining Avior, Alexander worked at Raymond James Financial Services, Inc. Alexander holds the Series 66, Series 7, and SIE securities licenses. Alexander provides financial planning and investment advice to individuals, businesses, and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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
MN
07/08/2022 - Present
Avior Wealth Management, LLC (MINNETONKA MN)
MN
03/26/2015 - 06/24/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLYMOUTH MN)
BOTH
Issued 11/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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