Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Black is a financial advisor who works with individuals, families, and charitable organizations to help them reach their financial goals. Alexander has been in the industry for over 10 years and is a Certified Financial Planner. Alexander is currently registered with Integris Wealth Management, LLC. Alexander has a strong understanding of investment management, financial planning, and retirement planning.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/31/2024 - Present
Integris Wealth Management, LLC (MONTEREY CA)
IA
Issued 08/09/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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