Vitaly Veksler
Professional summary
Vitaly Veksler, CFA is a registered financial advisor currently at BEYOND BORDERS INVESTMENT STRATEGIES, LLC located in Boston, Massachusetts.
Vitaly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Vitaly has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vitaly Veksler's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 6, 2014 - Present
BEYOND BORDERS INVESTMENT STRATEGIES, LLC
July 7, 2004 - February 9, 2005
STATE STREET RESEARCH & MANAGEMENT COMPANY
June 21, 2004 - February 3, 2005
STATE STREET RESEARCH INVESTMENT SERVICES, INC.
September 23, 2002 - August 13, 2003
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/6/2014)
Exams
Current Firm
BEYOND BORDERS INVESTMENT STRATEGIES, LLC
CRD#: 169513 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 331,755 |
Red Flags
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