Unclaimed
Alexander Faber is a financial advisor with Cerity Partners LLC. Alexander has been working in the financial services industry since June 2017. Alexander is registered with the state of Maryland and holds the Series 66, Series 7TO, SIE and Series 7 licenses. Alexander also holds the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations. Alexander has experience working with a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. Alexander specializes in financial planning, portfolio management, and tax services. Prior to joining Cerity Partners LLC, Alexander worked at TIAA, Morgan Stanley, and Maryland Capital Management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
01/03/2023 - Present
Cerity Partners LLC (TOWSON MD)
NC
08/04/2017 - 10/05/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 08/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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