Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Kline is a financial advisor with over 38 years of experience in the financial services industry. Alexander is a registered representative of Cambridge Investment Research Advisors, Inc. and is a Certified Financial Planner™. Alexander has experience providing financial planning services to a variety of clients, including individuals, families, and businesses. He also provides portfolio management services. Alexander has held previous positions with Prospéra Financial Services, Inc., The Huntington Investment Company, Walnut Street Securities, Inc., Investment Management & Research, Inc, Travelers Equities Sales, Inc., MONY Securities Corp., Managed Investments, Inc., and First Investors Corporation. Alexander holds Series 6, 7, 24, 63, and 65 securities 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.
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
PA
08/02/2017 - Present
Cambridge Investment Research Advisors, Inc. (PITTSBURGH PA)
PA
12/13/2011 - 12/20/2011
PROSPERA FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
11/05/2007 - 11/21/2011
THE HUNTINGTON INVESTMENT COMPANY (PITTSBURGH PA)
PA
05/07/1990 - 10/22/2007
WALNUT STREET SECURITIES, INC. (PITTSBURGH PA)
FL
02/22/1990 - 05/10/1990
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
CA
10/21/1985 - 03/08/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
06/05/1985 - 11/12/1985
MONY SECURITIES CORP.
NA
08/22/1984 - 03/04/1985
MANAGED INVESTMENTS, INC.
NA
06/20/1984 - 08/31/1984
FIRST INVESTORS CORPORATION
IA
Issued 03/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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