Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Brugger is a Registered Investment Advisor representative of IEQ Capital, LLC. Alexander is a licensed investment advisor in California. Alexander's current employment began on June 7th, 2019. Alexander has been a part of the financial services industry for over 3 years and holds the Series 7, SIE and Series 66 licenses. Previously, Alexander was employed by FIRST REPUBLIC SECURITIES COMPANY, LLC, where the employment ended on June 4th, 2019. Alexander has worked for First Republic Investment Management in the past as well. Alexander's areas of specialization include investment advisory services, financial planning, pension consulting, and selection of other advisors. Alexander has worked with clients in the following categories: High Net Worth Individuals and Charitable Organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/07/2019 - Present
IEQ Capital, LLC (FOSTER CITY CA)
CA
11/30/2017 - 06/04/2019
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
BOTH
Issued 11/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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