Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Hart is a registered investment advisor representative with Trustmont Advisory Group, Inc., based in Greensburg, Pennsylvania. Alexander has been in the industry for over 10 years and specializes in providing financial planning, pension consulting, and portfolio management services to individuals and other investors. Alexander holds a Series 63 and Series 65 license and is a registered representative in Pennsylvania.
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.
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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PA
01/31/2023 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
IA
Issued 01/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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