Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Chan is a financial advisor with over 17 years of experience in the financial services industry. Alexander currently works with Avantax Advisory Services, Avantax Planning Partners, Inc., and Cetera Investment Advisers LLC in Saint Paul, Minnesota. Alexander provides financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MN
05/08/2024 - Present
Avantax Advisory Services (SAINT PAUL MN)
MN
06/02/2006 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
06/21/2007 - 11/08/2021
CRI SECURITIES, LLC (ST PAUL MN)
MD
08/27/2012 - 10/13/2017
H. BECK, INC. (ROCKVILLE MD)
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2012
Series 4 - Registered Options Principal Examination
BC
Issued 06/20/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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