Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Bernstein is a financial professional with over 5 years of experience in the financial services industry. Alexander is currently registered with J.p. Morgan Securities LLC and holds licenses for Series 63, 79, 86, and 87 exams. Alexander has extensive experience in the investment banking sector and provides financial planning and portfolio management services for both individuals and businesses.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
07/09/2018 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 07/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/27/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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