Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Edward Szarka is a financial advisor who has been working in the industry since 2015. Alexander is currently registered with Cambridge Investment Research Advisors, Inc. as a Registered Representative. Alexander is also registered as an Investment Advisor Representative in Texas. Previously, Alexander was a registered representative for FSC Securities Corporation in North Olmsted, Ohio. Alexander holds both Series 63 and Series 65 licenses and also holds Series 7 and SIE. Alexander has a wide range of experience, specializing in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
OH
01/03/2022 - Present
Cambridge Investment Research Advisors, Inc. (North Olmsted OH)
OH
03/17/2015 - 10/05/2016
FSC SECURITIES CORPORATION (NORTH OLMSTED OH)
IA
Issued 03/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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