Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Cal is a Registered Investment Advisor with Foundations Investment Advisors LLC. Alex has been in the industry since 2020 and is currently registered in Connecticut. Alex has passed the Series 66, Series 7TO, and SIE exams. Alex also works as a tax preparer and tax consultant. Alex is dedicated to providing comprehensive financial advice to individuals and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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AZ
10/29/2023 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
CT
09/02/2020 - 10/13/2023
CETERA INVESTMENT SERVICES LLC (EAST HARTFORD CT)
BOTH
Issued 09/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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