Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Tantleff is a financial professional with over 17 years of experience in the industry. Alexander is currently registered with Citigroup Global Markets Inc. as an Investment Advisor Representative in New Jersey and New York. Alexander has held previous roles with firms such as AXA Advisors, LLC, J.P. Morgan Securities LLC, Capital One Investing, LLC, Capital One Investment Services LLC, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Trident Partners LTD., Ameritas Investment Corp., John Hancock Distributors LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Alexander holds Series 6, 7, 63, and 65 licenses and the SIE exam.
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.
Asset allocation advice
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.
1
2
NY
10/15/2024 - Present
Citigroup Global Markets Inc. (Holbrook NY)
NY
03/26/2019 - 06/16/2020
AXA ADVISORS, LLC (WOODBURY NY)
NY
02/23/2015 - 04/05/2019
J.P. MORGAN SECURITIES LLC (CEDARHURST NY)
NY
01/02/2015 - 02/20/2015
CAPITAL ONE INVESTING, LLC (HUNTINGTON NY)
NY
02/24/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (GREENLAWN NY)
NY
02/26/2013 - 03/04/2014
MORGAN STANLEY (JERICHO NY)
NY
06/15/2011 - 03/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
10/15/2008 - 06/20/2011
TRIDENT PARTNERS LTD. (WOODBURY NY)
NY
12/17/2007 - 04/09/2008
AMERITAS INVESTMENT CORP. (NEW HYDE PARK NY)
MA
05/31/2007 - 09/13/2007
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
11/08/2006 - 05/21/2007
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
11/08/2006 - 05/21/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
NY
09/18/2000 - 09/11/2002
SCHONFELD SECURITIES, LLC (JERICHO NY)
IA
Issued 7/7/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/6/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/7/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/21/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alexander Tantleff is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
