Unclaimed
Alexander MacIsaac is an investment advisor representative with Sageview Advisory Group, LLC. Alexander has been in the industry since 2017 and holds the Uniform Investment Adviser Law Examination. Alexander has experience working with clients in a variety of capacities and has a strong understanding of the financial markets. The advisor has a strong focus on financial planning, pension consulting, educational seminars, and selection of other advisers. Alexander is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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MA
01/03/2025 - Present
Sageview Advisory Group, LLC (Boston MA)
Active
Inactive
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