Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Cherubin is a financial advisor with over 30 years of experience in the financial services industry. Alexander is currently registered with Wells Fargo Advisors Financial Network, LLC. Alexander has held previous positions at Piper Jaffray & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., Lehman Brothers Inc., The Robinson-Humphrey Company Inc., Hibbard Brown & Co., Inc., Shearson Lehman Hutton Inc., and Sherwood Capital, Inc. Alexander's areas of expertise include investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Alexander is registered in 21 states and has experience serving a variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
07/25/2019 - Present
Wells Fargo Advisors Financial Network, LLC (DENVER CO)
CO
03/09/2001 - 02/06/2006
PIPER JAFFRAY & CO. (LITTLETON CO)
NY
09/30/1996 - 05/01/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 10/08/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
04/25/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
GA
02/05/1990 - 05/09/1991
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NY
05/24/1988 - 02/22/1990
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
09/18/1989 - 02/09/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
09/24/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
IA
Issued 01/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/22/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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