Unclaimed
Alexander Yelensky is a financial professional with over 29 years of experience in the industry. Alexander is currently registered with A.G.P. / Alliance Global Partners as a Registered Representative and Investment Advisor Representative. Alexander has previously been registered with several firms, including AEGIS CAPITAL CORP., GUNNALLEN FINANCIAL, INC, FIRST MONTAUK SECURITIES CORP., KIRLIN SECURITIES INC., JOSEPHTHAL & CO., INC., GRUNTAL & CO. INCORPORATED, SOUTH RICHMOND SECURITIES, INC., and FIRST AMERICAN BILTMORE SECURITIES, INC.. Alexander holds the Series 3, Series 4, Series 7, Series 24, Series 57TO, and Series 66 securities licenses, as well as the SIE exam. Alexander specializes in providing financial planning, portfolio management, and selection of other advisors to individual clients, corporations, and pooled investment vehicles. Alexander is also a franchise owner of LIVE BETTER HOME CARE, a non-investment related business.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
CT
09/08/2021 - Present
A.g.p. / Alliance Global Partners (WESTPORT CT)
NY
03/23/2010 - 05/23/2019
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
03/05/2004 - 03/26/2010
GUNNALLEN FINANCIAL, INC (NEW YORK NY)
NJ
11/23/2001 - 02/20/2004
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
09/30/1999 - 12/19/2001
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
02/21/1996 - 10/06/1999
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
02/21/1995 - 02/20/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
08/25/1992 - 06/08/1993
SOUTH RICHMOND SECURITIES, INC.
NA
08/13/1992 - 08/28/1992
FIRST AMERICAN BILTMORE SECURITIES, INC.
BOTH
Issued 02/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2002
Series 4 - Registered Options Principal Examination
BC
Issued 11/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/17/2019
Series 3 - National Commodity Futures Examination
BC
Issued 07/24/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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