Unclaimed
Alexander Balc is a financial advisor with Brean Capital, LLC based in Chicago, IL. Alexander has been in the financial services industry since March 28, 1995 and holds FINRA Series 7, 24, 63 and SIE licenses. Alexander previously worked at PERFORMANCE TRUST CAPITAL PARTNERS, LLC, COUNTRYWIDE SECURITIES CORPORATION, BETZOLD RESEARCH AND TRADING, INC., CLAYTON BROWN & ASSOCIATES, INC., and NIKE SECURITIES L.P.
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.
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.
1
2
IL
05/08/2024 - Present
Brean Capital, LLC (CHICAGO IL)
IL
08/11/2008 - 10/11/2023
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)
IL
09/30/2004 - 08/08/2008
COUNTRYWIDE SECURITIES CORPORATION (CHICAGO IL)
IL
11/01/1996 - 09/17/2004
BETZOLD RESEARCH AND TRADING, INC. (CHICAGO IL)
IL
03/22/1993 - 03/21/1994
CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)
IL
12/20/1991 - 03/04/1993
NIKE SECURITIES L.P. (WHEATON IL)
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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