Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Menassa is a financial advisor with Cambridge Investment Research Advisors, Inc., located in North Olmsted, Ohio. Alexander has been in the industry since 1999 and has a wide range of experience in the financial services field. Alexander holds several licenses and registrations, including Series 7 and 66, which allows Alexander to provide a comprehensive range of financial planning and investment services to individual and business clients. Alexander specializes in areas such as portfolio management, retirement planning, and insurance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
10/03/2016 - Present
Cambridge Investment Research Advisors, Inc. (North Olmsted OH)
OH
09/26/2001 - 10/05/2016
FSC SECURITIES CORPORATION (NORTH OLMSTED OH)
VA
02/07/2001 - 09/26/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
OH
01/07/2000 - 01/23/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MN
09/29/1997 - 01/09/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/29/1997 - 01/09/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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