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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexey? Claim Your ProfileAlexey Bulankov is a financial advisor who has been in the industry for over 16 years. Alexey currently works with Cetera Investment Advisers LLC, and previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bancwest Investment Services, Inc., Charles Schwab & Co., Inc., CitiCorp Investment Services and Cal Fed Investments. Alexey holds Series 7, 63 and 66 licenses and is a Certified Financial Planner and a Chartered Financial Consultant. Alexey has a strong background in providing financial advice to individuals, businesses, and charitable organizations. Alexey is also a boxing coach.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CA
09/20/2022 - Present
Cetera Investment Advisers LLC (SAN FRANCISCO CA)
CA
04/15/2021 - 08/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
02/21/2014 - 05/22/2015
BANCWEST INVESTMENT SERVICES, INC. (SAN JOSE CA)
CA
01/04/2005 - 11/24/2010
CHARLES SCHWAB & CO., INC. (SAN MATEO CA)
NE
03/31/2004 - 12/07/2004
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NY
02/05/2003 - 03/23/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
09/23/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
06/13/2000 - 07/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 4/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/6/2021
Series 7TO - General Securities Representative Examination
BC
Issued 3/1/2021
SIE - Securities Industry Essentials Examination
BC
Issued 2/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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