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Alexandre Georgiev

Lifemark Securities Corp.

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About Alexandre Georgiev

Alexandre Georgiev is a registered representative with Lifemark Securities Corp. Alexandre has been in the securities industry since July 2007 and is licensed to provide financial advice in multiple states. Alexandre is registered to offer financial advice in various areas including, but not limited to, securities, investment advisory, and insurance. Alexandre specializes in working with individuals and families to develop financial plans and manage their investments.

Firm Information

Alexandre Georgiev is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexandre Georgiev’s Registration & Firm History

FL

06/05/2014 - Present

Lifemark Securities Corp. (Venice FL)

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Licenses & Designations

IA

Issued 04/11/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexandre Georgiev.
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