Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Lessard is a financial advisor who has been in the industry since 1998. Alexander is currently registered with Independent Financial Group, LLC, which is located in Alhambra, CA. Previously, he was employed by UBS Financial Services Inc. and MML Investors Services, Inc. Alexander specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension plans. He is also a Board Member for Thomas Aquinas College and The Cornerstone Forum.
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.
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.
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2
CA
05/11/2010 - Present
Independent Financial Group, LLC (ALHAMBRA CA)
CA
05/22/2009 - 04/29/2010
AFA FINANCIAL GROUP, LLC (NORTHRIDGE CA)
CA
03/31/2008 - 06/19/2009
UBS FINANCIAL SERVICES INC. (LA JOLLA CA)
CA
05/27/1999 - 04/03/2008
MML INVESTORS SERVICES, INC. (NORTHRIDGE CA)
NJ
12/08/1997 - 05/10/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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