Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Kane Assaf is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Oregon and Washington. Alexander has been a registered financial advisor since 2011 and previously worked at Curian Clearing, LLC, James Alpha Advisors, LLC, FDX Capital LLC, and Morgan Stanley Smith Barney. Alexander holds the Series 7, Series 24 and Series 66 licenses. Alexander is also licensed as an investment advisor in Oregon and Washington.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
08/02/2017 - Present
Raymond James Financial Services Advisors, Inc. (HILLSBORO OR)
NY
09/18/2015 - 06/30/2016
FDX CAPITAL LLC (NEW YORK NY)
NY
09/03/2015 - 09/16/2015
CATALYST MUTUALS FUND DISTRIBUTORS LLC (NEW YORK NY)
CO
07/20/2012 - 09/15/2015
CURIAN CLEARING, LLC (DENVER CO)
CO
02/24/2012 - 07/17/2012
NEW ENGLAND SECURITIES (GREENWOOD VILLAGE CO)
CO
04/29/2011 - 03/01/2012
WADDELL & REED, INC. (DENVER CO)
LA
01/07/2011 - 03/18/2011
MORGAN STANLEY SMITH BARNEY (BATON ROUGE LA)
BOTH
Issued 05/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Assaf is the right advisor for you? Invested Better is here to help.
