Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Brusda is a financial advisor with over 10 years of experience in the financial services industry. Alex has a strong background in investment management and financial planning. Alex is a Certified Financial Planner and Chartered Financial Analyst, and holds the Series 65 license. Alex is currently registered with North Star Asset Management Inc. where Alex provides investment advisory services to a variety of clients, including individuals, families, businesses, and charitable organizations. Alex specializes in providing comprehensive financial planning services, including retirement planning, college savings, estate planning, and insurance planning.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
12/18/2015 - Present
North Star Asset Management Inc. (NEENAH WI)
IA
Issued 12/18/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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