Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Newman is an investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Alexander has been in the industry since February 13, 2011. Alexander is registered in 16 states and has licenses including Series 63, Series 66, and Series 7. Alexander specializes in Portfolio Management for Individuals, Financial Planning and Selection of Other Advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
05/17/2010 - 10/03/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RYE BROOK NY)
NY
03/04/2008 - 06/06/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 12/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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