Alex
Yarem
First Citizens Investor Services, Inc
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About this Advisor
Alex Yarem is a financial advisor based in Raleigh, North Carolina, working with First Citizens Investor Services, Inc. Alex has previously worked at First Citizens Investor Services, First Citizens Bank & Trust Company, Campbell University, and First Citizens Bank. Alex has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Alex is part of First Citizens Investor Services, Inc, which operates out of Raleigh, North Carolina. The firm has 113 offices and 322 employees. The firm manages assets totaling $2.1 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at First Citizens Investor Services, Inc is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$2,098,769,026
322
6,706
$312,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Alex Yarem Work History
Campbell University
First Citizens Investor Services
First Citizens Bank
First Citizens Bank & Trust Company
Campbell University
Disclosures
Please visit the SEC profile of Alex Yarem to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Citizens Investor Services, Inc
Charlotte, NC
Raleigh, NC
Columbia, SC
Raleigh, NC
Raleigh, NC
Atlanta, GA
Columbia, SC
Raleigh, NC
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