Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Cabe is an investment advisor representative with Usi Advisors, a firm that provides investment advisory services to a variety of clients, including corporations, pension and profit-sharing plans, state and municipal government entities, and charitable organizations. Alex has over 10 years of experience in the financial services industry and holds the Chartered Financial Analyst designation. Alex specializes in providing financial planning, portfolio management, and investment advisory services to clients. Alex is registered to provide investment advisory services in Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
07/26/2018 - Present
USI Advisors (GLASTONBURY CT)
Active
Inactive
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