Alexis ProkopCRD Number: 5632376
Current Firm: Morgan Stanley
Alexis Prokop (CRD# 5632376) is an Investment Advisor Representative working at Morgan Stanley in Garden City, NY and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
H. Beck, Inc.
|Morgan Stanley||Garden City, NY||Sep 2014 - Current||2|
|Oppenheimer Funds||Nyc, NY||Jul 2011 - Sep 2014||3|
|Unemployed||City, NY||May 2011 - Jul 2011||< 1|
|Muhlenberg College||Allentown, PA||Sep 2007 - Jun 2011||3|
|Muhlenberg College Alumni Relations||Allentown, PA||Jan 2011 - May 2011||< 1|
|Ten Thousand Villages||Allentown, PA||Sep 2010 - Dec 2010||< 1|
|Student||Allentown, PA||Aug 2009 - Sep 2010||1|
|Ubs Financial Services||Uniondale, NY||Jun 2009 - Aug 2009||< 1|
|Student||Allentown, PA||Sep 2008 - Jun 2009||< 1|
|Ubs||Uniondale, NY||Jun 2008 - Aug 2008||< 1|
|Student||City, NY||Jul 2007 - Jun 2008||< 1|
|Sacred Heart Academy||Hempstead, NY||Sep 2004 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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