Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Weinberg is a financial advisor with Equitable Advisors, LLC. Alexander has been in the industry for several years and is a registered representative in Louisiana, Michigan, North Carolina, and Texas. Alexander earned the Series 7, Series 66, and SIE licenses and is registered in those states. Alexander Weinberg also helps clients with 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
NC
01/08/2025 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
BOTH
Issued 08/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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