Unclaimed
Alexander Jude Sankowski is a financial professional with over 26 years of experience in the industry. Alexander has a wide range of experience working with Equitable Advisors, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, PNC INVESTMENTS, NATCITY INVESTMENTS, INC., HORACE MANN INVESTORS INC, PHOENIX EQUITY PLANNING CORPORATION, U.S. BANCORP INVESTMENTS, INC., TOUCHSTONE SECURITIES, INC., ARM SECURITIES CORPORATION, and PNC BROKERAGE CORP. Alexander is currently registered with Equitable Advisors, LLC and holds Series 7, 63, 24, 51, 65, and 99TO licenses. Alexander specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
03/13/2019 - Present
Equitable Advisors, LLC (DAWSONVILLE GA)
NC
06/17/2016 - 02/19/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
11/13/2009 - 02/23/2016
PNC INVESTMENTS (CHARLOTTE NC)
IL
02/06/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (SPRINGFIELD IL)
IL
04/18/2007 - 01/25/2008
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
IL
01/26/2006 - 04/18/2007
PHOENIX EQUITY PLANNING CORPORATION (TAYLORVILLE IL)
MN
03/05/2004 - 01/20/2006
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IL
02/11/2003 - 02/25/2004
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
MN
01/09/2002 - 02/04/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OH
04/11/2000 - 01/02/2002
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
ND
02/28/1997 - 04/11/2000
ARM SECURITIES CORPORATION (MINOT ND)
PA
05/20/1996 - 02/20/1997
PNC BROKERAGE CORP (PITTSBURGH PA)
IA
Issued 09/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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