Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nechemia? Claim Your ProfileNechemia Vallach is a registered investment advisor representative with Alliance Global Partners. Nechemia is also registered with the state of New Jersey. Nechemia has been in the industry since 2015 and has experience working with clients in the insurance, charitable, high net worth, pension and profit sharing, business and individual sectors. Nechemia's firm, Alliance Global Partners, is based in Westport, Connecticut, and manages approximately $1.69 billion in assets. The firm offers a variety of services including financial planning, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.
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
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2
NY
07/19/2022 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
03/04/2020 - 07/21/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
SC
06/07/2019 - 03/04/2020
EAGLES COAST CAPITAL, LLC (CHARLESTON SC)
NY
11/23/2016 - 07/20/2017
PARK AVENUE SECURITIES LLC (Brooklyn NY)
NY
06/17/2015 - 10/26/2016
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 06/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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