Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Gast is a financial advisor with Captrust. Alex is registered with the state of Alabama as a Registered Investment Advisor and is a Series 66, Series 7 and SIE licensed representative. Prior to joining Captrust, Alex was a financial advisor with Ameriprise Financial Services, Inc. Alex has over 10 years of experience in the financial services industry. Alex focuses on providing financial planning and investment management services to individuals, businesses, and institutions. Alex also has experience in managing retirement plans and other types of investment accounts. Alex is committed to providing clients with personalized financial advice and guidance.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AL
02/02/2024 - Present
Captrust (Birmingham AL)
AL
05/09/2018 - 01/26/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Birmingham AL)
AL
02/24/2014 - 02/22/2017
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 03/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alex Gast is the right advisor for you? Invested Better is here to help.
