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Nechemia V
Series 65, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Nechemia Vallach is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 65 and Series 66 licenses with nine years of industry experience. His prior roles include positions at National Asset Management, National Securities Corporation, Eagles Coast Capital, Guardian Life Insurance, and Park Avenue Securities. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing combined with model portfolios and separately managed accounts, offering both discretionary and non-discretionary portfolio management alongside financial and estate planning services.
Christopher R
Series 63, Series 65
Newport Beach, CA
A.G.P. / Alliance Global Partners
Christopher Rieger is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including six years at UBS Financial Services and over two decades at Euro Pacific Capital. A.G.P. / Alliance Global Partners operates as a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm emphasizes international investing and offers a range of portfolio management and financial planning services through a multi-team platform.
Daniel G
Series 66
New York, NY
A.G.P. / Alliance Global Partners
Daniel Goldschmidt is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with 20 years of industry experience. His career includes positions at Merrill and Aegis Capital Corp before joining his current firm in 2021. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm combines discretionary and non-discretionary portfolio management with financial and estate planning, emphasizing international investing and offering a range of model portfolios, separately managed accounts, and brokerage products.
Richard W
Series 63, Series 65
Hingham, MA
A.G.P. / Alliance Global Partners
Richard Wilson Jr. is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes positions at Aegis Capital Corp and Du Pasquier & Co., Inc. before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services with an emphasis on international investing and manages pooled vehicles and private funds alongside its brokerage operations.
Michael M
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Michael Mondiello Jr. is a financial advisor at A.G.P. / Alliance Global Partners with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cantella & Co., Inc. and Joseph Gunnar & Co. LLC. Mondiello serves as a board member of the North Shore Child and Family Guidance Center. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management, financial and estate planning, and brokerage services, with a notable emphasis on international investing and management of pooled vehicles.
Scott S
Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Scott Shames is a financial advisor at A.G.P. / Alliance Global Partners with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Alliance Global Partners since 2022. His prior experience includes 12 years at National Asset Management, Inc. and over two decades at V-Finance. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and model portfolios, delivered through a multi-team platform.
James P
Series 63, Series 65
Charlotte, NC
A.G.P. / Alliance Global Partners
James Pinzker is a financial advisor at A.G.P. / Alliance Global Partners with 32 years of industry experience. He previously worked at firms including B. Riley Wealth Management, National Securities Corporation, Oppenheimer, UBS Financial Services, and Citigroup Global Markets. Outside of finance, he is a passive investor in two unrelated businesses: a barbecue operation and a coffee shop. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm employs a variety of investment strategies with an emphasis on international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and brokerage and insurance product distribution.
Jacob H
Series 66
Newport Beach, CA
A.G.P. / Alliance Global Partners
Jacob Heskett is a financial advisor at A.G.P. / Alliance Global Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Crown Capital Securities, Euro Pacific Capital, and TD Ameritrade. His current role has been with Alliance Global Partners since 2023. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.
Jaskirat L
Series 63, Series 65
Vienna, VA
A.G.P. / Alliance Global Partners
Jaskirat Lakhat is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Morgan Stanley, and Merrill. Outside of advisory work, he manages a business involving the purchase and rental of luxury cars. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing through its EPC Advisors Group division.
Patricia V
Series 66
Charlotte, NC
A.G.P. / Alliance Global Partners
Patricia Van Pelt is a financial advisor with A.G.P. / Alliance Global Partners in Charlotte, NC, holding a Series 66 designation and six years of industry experience. Her career includes roles at Stifel Nicolaus, Stifel, and Grandview Financial Group. She is also involved with a separate business entity, Van Pelt & Company. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual and institutional clients through a multi-team platform, offering portfolio management, financial and estate planning, and a range of advisory and brokerage services with a focus on international investing and pooled vehicle management.
Ian D
Series 63
New York, NY
A.G.P. / Alliance Global Partners
Ian Dietz is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds the Series 63 designation and has 40 years of industry experience. His prior roles include positions at LPL Financial and Morgan Stanley Private Bank and Smith Barney. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.
Nick S
Series 63, Series 65, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Nick Son is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63, 65, and 66 registrations and 41 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, and Aegis Capital Corp. He is also involved in insurance product sales through B. Riley Wealth Insurance Corp. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with an emphasis on international investing and a combination of discretionary and non-discretionary solutions.
Marcus B
ChFC®, Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Marcus Berger is a financial advisor with A.G.P. / Alliance Global Partners, holding the ChFC® designation and Series 63 and 65 licenses. He has 53 years of industry experience, including roles at American Portfolios Financial Services, Inc. and Voya Financial Advisors, and he is president and owner of MKB Associates Inc. outside of his advisory work. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm provides a range of portfolio management and financial planning services, with a notable emphasis on international investing and a multi-team platform that includes discretionary and non-discretionary strategies.
Corey O
CFP®, Series 63, Series 66
Scottsdale, AZ
A.G.P. / Alliance Global Partners
Corey Oberholtzer is a CFP® with 24 years of industry experience, currently affiliated with A.G.P. / Alliance Global Partners in Scottsdale, AZ. He has worked at Euro Pacific Capital since 2007. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management and financial planning services across a multi-team platform.
Elisa S
Series 66
Newport Beach, CA
A.G.P. / Alliance Global Partners
Elisa Steingruebner is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA. She holds a Series 66 designation and has nine years of experience at Euro Pacific Capital/Alliance Global Partners within a total of five years in the industry. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles across a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing through its EPC Advisors Group division.
Jasmine G
Series 63, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Jasmine Glover is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked at Pruco Securities, LLC, The Prudential Insurance Company of America, Foresters Financial Services, and First Investors Corporation. Outside of her advisory role, she serves as president of the Carol City Middle School PTA, overseeing board activities and providing counsel to parents and teachers. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm offers a range of portfolio management, financial planning, and brokerage services, with an emphasis on international investing and distinctive multi-team platform features including active broker-dealer operations and management of pooled-vehicle accounts.
Elena F
Series 63, Series 65, Series 66
Westport, CT
A.G.P. / Alliance Global Partners
Elena Fusillo is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. She has been with Euro Pacific Capital, Inc. since 2008. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.
Charles L
CFP®, Series 66
Clemson, SC
A.G.P. / Alliance Global Partners
Charles Lundblade is a CFP® professional with 19 years of industry experience. He has been with A.G.P. / Alliance Global Partners since 2019, following 12 years at Edward Jones. Outside of his advisory work, he manages Lundblade Properties, LLC. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm uses a multi-team platform emphasizing international investing through the EPC Advisors Group and offers a range of portfolio management and financial planning services.
Matt W
Series 63
Newport Beach, CA
A.G.P. / Alliance Global Partners
Matt Ward is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Euro Pacific Capital, Inc. since 2012. A.G.P. / Alliance Global Partners serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.
Hemant K
Series 66
Reno, NV
A.G.P. / Alliance Global Partners
Hemant Kathuria is a financial advisor at A.G.P. / Alliance Global Partners with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Euro Pacific Capital, Inc. and Digital Offering LLC. He is based in Reno, NV. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services with an emphasis on international investing and manages pooled-vehicle accounts alongside active broker-dealer operations.
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