Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Paoletto is a financial advisor who has been in the industry since 1979. He is currently registered with Cambridge Investment Research Advisors, Inc. and has previously held positions with Sanders Morris Harris Inc., IFG Network Securities, Inc., FSC Securities Corporation, and WZW Financial Services, Inc., and First Investors Corporation. Alexander holds several professional designations, including Certified Financial Planner. He provides a variety of financial services to individuals, including financial planning, portfolio management, and pension consulting. Alexander has experience working with clients of all ages and backgrounds and is dedicated to providing personalized financial advice.
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
VA
11/22/2011 - Present
Cambridge Investment Research Advisors, Inc. (Henrico VA)
VA
04/08/2002 - 11/23/2011
SANDERS MORRIS HARRIS INC. (RICHMOND VA)
GA
01/24/1994 - 04/08/2002
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
08/22/1985 - 01/20/1994
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
08/10/1984 - 08/22/1985
WZW FINANCIAL SERVICES, INC.
NA
01/31/1983 - 08/02/1984
WZW FINANCIAL SERVICES, INC.
NA
03/28/1979 - 01/26/1983
FIRST INVESTORS CORPORATION
BC
Issued 10/01/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/1989
Series 24 - General Securities Principal Examination
BC
Issued 09/10/1982
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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