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Alexandra Meshkov

CRD# 3267779·Registered 1999 - 2014
Previously Registered: Being a previously registered professional could mean that Alexandra is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Alexandra Meshkov, who also goes by Sasha Meshkov, was a registered financial advisor. Alexandra was a previously registered financial professional and started their career in finance 1999 - 2014. Alexandra had worked at 5 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Sasha Meshkov

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

27 years in the financial services industry

Current & Past Employments

Past

PURSHE KAPLAN STERLING INVESTMENTSPast·CRD# 35747
BD
Palm Springs, CA
September 24, 2012 - May 27, 2014
INTEGRATED WEALTH MANAGEMENT, INC.Past·CRD# 106335
RIA
Palm Desert, CA
September 25, 2012 - May 23, 2014
MORGAN STANLEYPast·CRD# 149777
RIA
Palm Desert, CA
June 1, 2009 - September 27, 2012
MORGAN STANLEYPast·CRD# 149777
BD
Palm Desert, CA
June 1, 2009 - September 27, 2012
CITIGROUP GLOBAL MARKETS INC.Past·CRD# 7059
RIA
Palm Desert, CA
March 15, 2001 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.Past·CRD# 7059
BD
Palm Desert, CA
February 2, 2001 - June 1, 2009
UBS FINANCIAL SERVICES INC.Past·CRD# 8174
BD
Weehawken, NJ
September 10, 1999 - February 14, 2001

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Current Firm

IW
INTEGRATED WEALTH MANAGEMENT, INC.

INTEGRATED WEALTH MANAGEMENT | THE HMM GROUP - A DIVISION OF INTEGRATED WEALTH MANAGEMENT | THE CYPRESS GROUP - A DIVISION OF INTEGRATED WEALTH MANAGEMENT | THE CUNNINGTON GROUP - A DIVISION OF INTEGRATED WEALTH MANAGEMENT | THE CASEY GROUP - A DIVISION OF INTEGRATED WEALTH MANAGEMENT | THE BRAY GROUP - A DIVISION OF INTEGRATED WEALTH MANAGEMENT | RETIREMENT PLAN SERVICES - A DIVISION OF INTEGRATED WEALTH MANAGEMENT | PHYSICIANS' ASSET MANAGEMENT, INC. | INTEGRATED WEALTH MANAGEMENT, INC.

CRD#: 106335 / SEC#: 801-50509

Contact Information

Main Address

74245 Highway 111 Suite 201, Palm Desert, CA 92260

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1999About the Series 63 exam

Series 31 — Futures Managed Funds Examination

Passed Jan 2010About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Jul 1999About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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