Unclaimed
Alexander Baptiste is an investment advisor representative with Credit Suisse Securities (usa) Llc. Alexander has been in the industry since January 26, 2014, and is registered in the state of New York. Alexander has passed the Securities Industry Essentials Examination and the Operations Professional Examination, and specializes in Portfolio Management for Pooled Investment Vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
1
2
NY
01/27/2014 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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