Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Tantleff is a financial advisor with over 17 years of experience in the industry. Alexander is currently registered with Citigroup Global Markets Inc. and holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Alexander also holds a Series 55 license. Alexander's previous experience includes working with AXA Advisors, LLC, J.P. Morgan Securities LLC, Capital One Investing, LLC and Morgan Stanley. Alexander specializes in financial planning and investment management for individuals, businesses, and charitable organizations. Alexander is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
10/15/2024 - Present
Citigroup Global Markets Inc. (Holbrook NY)
NY
03/26/2019 - 06/16/2020
AXA ADVISORS, LLC (WOODBURY NY)
NY
02/23/2015 - 04/05/2019
J.P. MORGAN SECURITIES LLC (CEDARHURST NY)
NY
01/02/2015 - 02/20/2015
CAPITAL ONE INVESTING, LLC (HUNTINGTON NY)
NY
02/24/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (GREENLAWN NY)
NY
02/26/2013 - 03/04/2014
MORGAN STANLEY (JERICHO NY)
NY
06/15/2011 - 03/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
10/15/2008 - 06/20/2011
TRIDENT PARTNERS LTD. (WOODBURY NY)
NY
12/17/2007 - 04/09/2008
AMERITAS INVESTMENT CORP. (NEW HYDE PARK NY)
MA
05/31/2007 - 09/13/2007
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
11/08/2006 - 05/21/2007
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
11/08/2006 - 05/21/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
NY
09/18/2000 - 09/11/2002
SCHONFELD SECURITIES, LLC (JERICHO NY)
IA
Issued 07/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/21/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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