ADVISOR BIO

Alex Lukoff is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Alex has over 17 years of experience in the financial industry. Alex has a Series 7 and Series 66 license and is registered with the state of California. Alex has been working with BANCWEST INVESTMENT SERVICES, INC. since 2014. Before joining BANCWEST INVESTMENT SERVICES, INC. Alex was employed with ALLSTATE FINANCIAL SERVICES, LLC, B.B. GRAHAM & COMPANY, INC., and CAMBRIDGE INVESTMENT RESEARCH, INC.

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ADVISOR BIO

Alex Benjamin Kahn is a financial advisor registered with Flexpath Strategies. Alex is registered with the state of California as an Investment Advisor Representative and has over 7 years of experience in the financial services industry. Prior to joining Flexpath Strategies, Alex was with KESTRA Investment Services, LLC. Alex has passed both the Series 6 and Series 65 exams as well as the SIE and Series 63 exams. Alex specializes in providing financial advice to individuals, businesses and pension plans.

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ADVISOR BIO

Alex Rene Chivarsky is a financial advisor who has been working in the industry since 2006. Alex is currently registered with UBS Financial Services Inc. in both California and Texas. Alex is a Series 66, Series 7 and SIE licensed professional. Alex is licensed in over 50 states, with various specializations including financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Alex Loyd Lutz is a financial advisor at Edward Jones. Alex has been in the industry since September 1, 2022, and has a strong background in financial services. Alex is dedicated to helping clients achieve their financial goals through personalized financial advice and investment strategies. Alex is a Series 66, Series 7TO and SIE license holder and has a strong track record of success in the industry.

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ADVISOR BIO

Alex B. Mc kindra is a securities professional with over 20 years of experience in the financial industry. Alex is currently registered with J.p. Morgan Securities LLC and holds Series 7, 10, 24, 63, 79TO, and SIE licenses. Previously, Alex worked with J.P. MORGAN SECURITIES INC. and BARCLAYS CAPITAL INC. Alex is also a registered principal and has experience in investment banking, financial planning, and portfolio management.

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ADVISOR BIO

Alex Scheel is an active Registered Representative and Investment Advisor Representative. Alex has been in the industry since 2020. Alex is currently registered with J.P. Morgan Securities LLC, and has been associated with this firm since 2019. Previously, Alex worked with MORGAN STANLEY, and First Republic Securities Company, LLC. Alex holds the Series 7TO, Series 66, Series 9, and Series 10 licenses. Alex is also a Certified Financial Planner.

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ADVISOR BIO

Alex Ganapolsky is a financial advisor with Wells Fargo Clearing Services, LLC, with over 20 years of experience in the financial services industry. Alex holds licenses to provide investment advice in California, Texas, and several other states. Alex has experience working with a range of clients, including high-net-worth individuals, corporations, and institutions. Alex provides financial planning, portfolio management, and investment consulting services. Alex has worked at several firms in the past, including Wamu Investments, Inc. and Wells Fargo Investments, LLC.

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ADVISOR BIO

Alex Klingensmith is a financial advisor with over 10 years of experience. Alex currently holds a Series 65 and Series 63 license and is a Certified Financial Planner. Alex is affiliated with Intelligence Driven Advisers, LLC. Previously, Alex was a registered representative at Gradient Securities, LLC and Questar Capital Corporation. Alex offers financial planning, portfolio management for individuals and businesses, and pension consulting services. Alex Klingensmith has a strong track record of helping clients reach their financial goals.

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ADVISOR BIO

Alex Lakovetsky is a financial advisor associated with Equitable Advisors, LLC. Alex has been in the financial industry since 1994. Alex is registered with FINRA and holds Series 6, 63, and SIE licenses. Alex has been associated with Equitable Advisors, LLC since 2007. Previously, Alex was associated with 1717 Capital Management Company and Sun Investment Services Company.

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ADVISOR BIO

Alex Khoshnam is a financial professional with over 10 years of experience in the industry. Alex currently works with J.p. Morgan Securities LLC in Burbank, CA. Prior to joining this firm, Alex worked at Thrivent Investment Management Inc. in Glendale, CA. Alex specializes in providing financial advice to individuals, corporations, and high-net-worth individuals. Alex holds the Series 66, Series 7TO, and SIE licenses and is registered to provide investment advice in multiple states.

SPECIALIZATIONS