Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Hoerle is a financial advisor with over 20 years of experience in the industry. Alexander has been registered with Morgan Stanley since 2009. Previously, Alexander held positions at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Reich & Tang Distributors, Inc., W.J. Nolan & Company, Inc. and Preferred Capital Markets, Inc. Alexander is registered to provide investment advice in 53 states, as well as in California, New York and Texas for Investment Advisory services. Alexander holds the Series 63, Series 65, Series 7, Series 31 and SIE licenses. In addition to being a financial advisor, Alexander is a partner in a rental property in Vail, Colorado.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/04/2014 - Present
Morgan Stanley (New York NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
10/01/2003 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
06/24/2002 - 08/27/2002
REICH & TANG DISTRIBUTORS, INC. (NEW YORK NY)
NY
02/10/1999 - 06/21/2001
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
CA
03/02/1998 - 02/08/1999
PREFERRED CAPITAL MARKETS, INC. (SAN FRANCISCO CA)
IA
Issued 11/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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