Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Benjamin Kahn is a financial advisor registered with Flexpath Strategies. Alex is registered with the state of California as an Investment Advisor Representative and has over 7 years of experience in the financial services industry. Prior to joining Flexpath Strategies, Alex was with KESTRA Investment Services, LLC. Alex has passed both the Series 6 and Series 65 exams as well as the SIE and Series 63 exams. Alex specializes in providing financial advice to individuals, businesses and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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CA
08/19/2022 - Present
Flexpath Strategies (ALISO VIEJO CA)
CA
03/04/2015 - 04/22/2017
KESTRA INVESTMENT SERVICES, LLC (Aliso Viejo CA)
IA
Issued 05/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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