Unclaimed
Alexander Sterba is an investment advisor representative at Manning & Napier Advisors, LLC. Alexander is a Certified Financial Planner and is registered to provide investment advice in Florida, New York, Ohio, and Texas. Alexander has been in the financial industry since 2012. Alexander has previously worked at Aurum Wealth Management Group, PNC Capital Advisors, and Marcum Wealth, LLC.
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.
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.
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.
Mna may negotiate the fee for customized portfolios and services
1
2
OH
08/06/2024 - Present
Manning & Napier Advisors, LLC (Rocky River OH)
IA
Issued 05/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Alexander Sterba is the right advisor for you? Invested Better is here to help.