Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Ladage is a financial advisor at Rockefeller Financial LLC. Alexander has been in the financial industry since November 2001 and has a broad range of experience. Alexander has worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alexander's specializations include retirement planning, college savings, estate planning, insurance, and investment management. Alexander is a registered representative in 33 states and a registered investment advisor in Texas.
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.
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
TX
01/18/2023 - Present
Rockefeller Financial LLC (Dallas TX)
TX
05/01/2009 - 01/24/2023
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
TX
11/08/2001 - 05/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
BOTH
Issued 11/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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