Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Algis? Claim Your ProfileAlgis Kalvaitis is a financial advisor currently registered with Bessemer Investor Services, Inc. Algis has been in the financial services industry since January 4, 2000 and has been registered with the firm since February 15, 2010. Algis is licensed to provide financial advice in all 50 states, the District of Columbia, and Puerto Rico.
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.
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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2
CT
02/15/2010 - Present
Bessemer Investor Services, Inc. (GREENWICH CT)
NY
10/01/2008 - 12/16/2008
J.P.MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/02/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/07/2005 - 06/02/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NC
05/04/2004 - 05/31/2005
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
NY
05/01/2000 - 05/05/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
09/29/1998 - 04/28/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 3 - National Commodity Futures Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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