Unclaimed
Alexander Chaloff is an investment advisor representative currently registered with Alliancebernstein LP. Alexander has been in the industry since 2017 and holds the Series 66, Series 7, Series 99TO, and SIE licenses. Alexander has a diverse background with experience in various sectors, including retirement planning, securities, and investment advising. Alexander specializes in providing investment advice to individuals, investment companies, and businesses.
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.
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
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.
1
2
CA
12/21/2017 - Present
Alliancebernstein LP (Los Angeles CA)
BOTH
Issued 12/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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