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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Kaufmann is a financial advisor registered in 49 states, the District of Columbia, and the territories of Guam and Puerto Rico. He is also an investment advisor representative in Florida, Illinois, and Texas. Alexander Kaufmann has been in the securities industry since August 23, 2020. He currently works at Morgan Stanley, and has previously worked at Zeigler, Daily Scoop, Downers Grove North High School, and Elmhurst College. He is a Series 7TO, Series 66, and SIE licensed representative.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
FL
10/15/2020 - Present
Morgan Stanley (West Palm Beach FL)
BOTH
Issued 10/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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