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AZ

Aleksey A. Zykov

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CRD#: 5963036
AZ

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.

Aleksey Andreevich Zykov, who also goes by Alex Andreevich Zykov, Alexei Andreevich Zykov, was a registered financial professional .

Aleksey is a previously registered financial professional and started their career in finance in 2011. Aleksey had worked at 5 firms and has passed the Series 63, SIE, Series 62 and Series 79 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alex Andreevich Zykov | Alexei Andreevich Zykov

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.
The advisor shows no other business activity.

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

July 29, 2024 - July 10, 2025

FINALIS SECURITIES LLC

BD
CRD#: 305908
NEW YORK, NY
Past

January 5, 2021 - July 15, 2024

GT SECURITIES, INC.

BD
CRD#: 116012
New York, NY
Past

March 5, 2020 - December 22, 2020

OPENDEAL BROKER LLC

BD
CRD#: 297797
NEW YORK, NY
Past

July 17, 2014 - February 5, 2020

STEPHENS

BD
CRD#: 3496
NEW YORK, NY
Past

September 12, 2011 - July 17, 2014

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY

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: 9/12/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 9/2/2015
Corporate Securities Limited Representative Examination
General Industry/Product Exam

Current Firm


FS
FINALIS SECURITIES LLC
DEALSYTE SECURITIES LLC | FINALIS SECURITIES LLC

CRD#: 305908 / SEC#: , 8-70425

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


Main Address
228 Park Ave South Suite 85550, New York, NY 10003
Mailing Address
228 Park Ave South Suite 85550, New York, NY 10003
Phone number
(800) 962-0418
Established
Delaware since 09/10/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FINALIS, INC.HOLDING COMPANY
AZARY, DENNIS MICHAELCEO/CCO/FINOP2384263

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


FINALIS SECURITIES LLC

CRD#: 305908

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