Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Kob is a financial advisor with Lido. Alexander has been in the financial services industry for over nine years. Alexander is registered with the state of California. Alexander holds a Series 66, Series 7, and SIE license. Alexander has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and investment companies. Alexander specializes in portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/08/2019 - Present
Lido (LOS ANGELES CA)
IL
10/03/2014 - 07/25/2017
PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)
IL
08/12/2014 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (CHICAGO IL)
BOTH
Issued 09/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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