Unclaimed
Alexander Daboval is a financial advisor who has been in the industry since 1984. Currently, Alexander Daboval is registered with Cambridge Investment Research Advisors, Inc. in Louisiana and Texas. Alexander Daboval specializes in financial planning, portfolio management for individuals and businesses, pension consulting and market timing services. Alexander Daboval has previously been registered with Transamerica Financial Advisors, Inc., Aragon Financial Services, Inc., Source Securities, Inc., Securities Network, Inc., UAN Investment Corp. and Financial Network Investment Corporation.
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.
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.
Solicitation fees from 3rd party money managers
1
2
LA
07/11/2016 - Present
Cambridge Investment Research Advisors, Inc. (Welsh LA)
LA
02/04/1998 - 04/25/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WELSH LA)
CA
02/03/1989 - 02/06/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NA
03/01/1988 - 04/25/1989
SOURCE SECURITIES, INC.
NA
05/15/1987 - 03/08/1988
SECURITIES NETWORK, INC.
NA
10/02/1985 - 05/15/1987
UAN INVESTMENT CORP.
NA
04/11/1984 - 09/25/1985
FINANCIAL NETWORK INVESTMENT CORPORATION
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/05/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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