Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Paul is an investment advisor representative at Wealthgate Family Office LLC in Boulder, CO. Alexander has been a registered investment advisor since July 15, 2020 and has passed the Series 65 exam. He is also an attorney and has experience as a Trust and Estate attorney, corporate counsel and family advisor for clients, foundation and nonprofit advisor. Alexander has experience managing and directing business operations, including those related to wealth management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CO
07/15/2020 - Present
Wealthgate Family Office LLC (BOULDER CO)
IA
Issued 06/23/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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