Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aleksandr? Claim Your ProfileAleksandr Goldberg-rugalev is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Aleksandr has been in the industry since October 30, 2014, and has a strong track record of success in providing financial advice to a wide range of clients. Aleksandr is registered in multiple states and holds several professional licenses, including Series 7TO, Series 6, and Series 63. Aleksandr specializes in providing financial planning, portfolio management, and investment consulting services to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
06/27/2024 - Present
Wells Fargo Clearing Services, LLC (WILMINGTON NC)
IA
Issued 12/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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