Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Goldman is a registered investment advisor representative with Vanguard Advisers, Inc. based in Malvern, Pennsylvania. Alec is a Series 7TO and Series 66 licensed professional with a focus on financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Alec has been in the industry since 2021 and has a broad range of experience in the investment industry. Alec is also an employee of The Vanguard Group, Inc. (parent company of Vanguard Marketing Corporation).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
08/13/2021 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BOTH
Issued 08/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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