Unclaimed
Alexander Navin is a financial professional with over 11 years of experience in the industry. He is currently registered with Performance Trust Capital Partners, LLC in New York. Alexander has a strong background in investment banking and securities trading. He is also a registered representative in both Illinois and New York. Prior to joining Performance Trust Capital Partners, LLC, Alexander was employed by CROSS POINT CAPITAL LLC and CITIGROUP GLOBAL MARKETS INC.
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.
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.
1
2
NY
05/10/2023 - Present
Performance Trust Capital Partners, LLC (New York NY)
NY
04/12/2021 - 06/08/2023
CROSS POINT CAPITAL LLC (New York NY)
NY
08/13/2010 - 07/29/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 02/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/28/2022
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Alexander Navin is the right advisor for you? Invested Better is here to help.