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AA

Alexandra A. Armstrong

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CRD#: 4072060
AA

Professional summary


Being a previously registered professional could mean that this person 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.

Alexandra Anna Armstrong, who also goes by Alexandra Boltirova, Alexandra Selavski, Alexandra Seliavskaia, was a registered financial professional .

Alexandra is a previously registered financial professional and started their career in finance in 2000. Alexandra had worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alexandra Boltirova | Alexandra Selavski | Alexandra Seliavskaia

Other business activities


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.
1)ALEXANDRA ARMSTRONG FIANCIAL SERVICES, LLC; INVESTMENT RELATED; 1051 OLD HENDERSON ROAD SUITE C COLUMBUS, OH 43220; FINANCIAL PLANNING AND ASSET MANAGEMENT SERVICES; PRESIDENT; 10/2016; MORE THAN 100 HOURS/MONTH; 3 HOURS/ DAY DEVOTED TO OTHER BUSINESS DURING TRADING HOURS; GATHER INFORMATION REGARDING CLIENTS INVESTMENTS GOALS, OBJECTIVES, RISK TOLERANCE, TIME HORIZONS AND MAKING RECOMMENDATIONS 2)FIXED INSURANCE; INVESTMENT RELATED; 344 STEWART AVE COLUMBUS, OH 43206; FIXED INSURANCE PRODUCTS; PRESIDENT, INSURANCE AGENT; 5/2011; 10 HOURS/MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; PROVIDE FIXED INSURANCE PRODUCTS, LONG TERM CARE, FIXED AND INDEX ANNUITIES, LIFE INSURANCE

Blog Corner


CRS (Client Relationship Summary)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 22, 2017 - October 18, 2017

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Columbus, OH
Past

October 31, 2016 - December 31, 2024

ALEXANDRA ARMSTRONG FINANCIAL SERVICES, LLC

RIA
CRD#: 283079
COLUMBUS, OH
Past

May 19, 2011 - November 1, 2016

SPC

RIA
CRD#: 110692
COLUMBUS, OH
Past

May 17, 2011 - November 1, 2016

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
COLUMBUS, OH
Past

September 16, 2008 - May 18, 2011

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
COLUMBUS, OH
Past

September 15, 2008 - May 18, 2011

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
COLUMBUS, OH
Past

January 24, 2007 - September 23, 2008

EDWARD JONES

RIA
CRD#: 250
COLUMBUS, OH
Past

January 12, 2000 - September 23, 2008

EDWARD JONES

BD
CRD#: 250
COLUMBUS, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/12/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PK
PURSHE KAPLAN STERLING INVESTMENTS
PURSHE KAPLAN STERLING INVESTMENTS | SARATOGA 21ST, LTD. | PURSHE KAPLAN STERLING INVESTMENTS, INC.

CRD#: 35747 / SEC#: , 8-46844

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
80 State Street, Albany, NY 12207
Mailing Address
80 State Street, Albany, NY 12207
Phone number
(518) 436-3536
Established
New York since 12/16/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PKS HOLDINGS, LLCHOLDING CO.
BOHLEY, TRACEY LEACHIEF FINANCIAL OFFICER4826937
FLOUTON, KATHERINE MARIEPRESIDENT4405001
KVAM, PETER DAVIDCHIEF COMPLIANCE OFFICER4301918
MOTTA, CHRISTOPHER JOHNCOO2741133
PURCELL, JOHN PETERC.E.O.1664678

Disclosures


Regulatory Event11
Arbitration2

Red Flags


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.

Company Information


PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

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