Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Gelbert is a financial advisor with over 5 years of experience in the industry. Alexander is currently registered with J.P. Morgan Securities LLC and holds Series 63, 66, 7 and SIE licenses. Alexander has been registered with the firm since February 2021 and previously worked at Janus Henderson Distributors and Fidelity Brokerage Services LLC. Alexander has also worked in sales and marketing roles for Pandadoc and other companies, giving him a diverse range of experience. Alexander is registered in multiple states, including Florida, Texas, California, Kentucky, Maryland, Michigan, New Jersey, New York, North Carolina, Rhode Island, and Washington.
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
1
2
FL
04/20/2021 - Present
J.p. Morgan Securities LLC (Sarasota FL)
CO
07/16/2015 - 10/21/2019
JANUS HENDERSON DISTRIBUTORS (DENVER CO)
CO
02/02/2015 - 06/16/2015
FIDELITY BROKERAGE SERVICES LLC (BROOMFIELD CO)
BOTH
Issued 04/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2015
Series 7 - General Securities Representative Examination
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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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
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