Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Mondshane is a financial professional with LPL Financial LLC. Alexander has been in the industry since 2021 and is registered in 53 states and jurisdictions. Alexander specializes in providing financial planning, portfolio management, and other non-discretionary advisory services. Alexander is also a registered principal and holds the Series 7, Series 24, Series 57, and Series 63 licenses.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
04/12/2021 - Present
LPL Financial LLC (FORT MILL SC)
BC
Issued 05/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/06/2021
Series 57TO - Securities Trader Exam
BC
Issued 04/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alexander Mondshane is the right advisor for you? Invested Better is here to help.
