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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Christian Oberle is an investment advisor representative at Morgan Stanley. Alexander has been in the industry since 2012. Alexander is registered in 42 states and is currently licensed to conduct business in California and Texas. Alexander is also a licensed investment advisor representative in California and Texas. Alexander has been with Morgan Stanley since 2012. Alexander specializes in financial planning, portfolio management, and pension consulting. Alexander also offers other advisory services, such as asset allocation advice, educational seminars, and selection of other advisors. Alexander has been recognized for their expertise in the industry. Morgan Stanley is a full-service financial services firm that offers a wide range of products and services, including investment banking, securities trading, asset management, and wealth management. Morgan Stanley is a publicly traded company headquartered in New York City.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/11/2020 - Present
Morgan Stanley (Menlo Park CA)
BOTH
Issued 11/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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