Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Streusand is a financial professional with over 10 years of experience in the industry. Alex is currently registered with Capital Client Group, Inc. and is licensed to provide investment advice in California and Texas. Previously, Alex worked for Franklin/Templeton Distributors, Inc. and Invesco Distributors, Inc. Alex has passed a number of securities exams including the Series 6, Series 7 and Series 66 exams.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
TX
09/13/2021 - Present
Capital Client Group, Inc. (SAN ANTONIO TX)
CA
06/25/2019 - 08/06/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
TX
02/10/2011 - 05/31/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 08/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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