Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Salton is a financial advisor who has been in the industry for over 15 years. Alexander is currently registered with RMR Wealth Builders, Inc. and has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Alexander is also a Certified Financial Planner. Prior to his current role, Alexander worked at Raymond James Financial Services, Inc., Northwestern Mutual Investment Services, LLC, and Legg Mason Investor Services, LLC. Alexander offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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 engagement for specific purpose such as education funding, estate planning
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.
A percentage of the total value of assets under management is charged.
Insurance compensation
1
2
NJ
11/08/2023 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
NY
06/26/2019 - 11/08/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Hauppage NY)
NY
03/19/2019 - 05/02/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
09/24/2010 - 04/19/2017
LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)
PA
08/12/2008 - 09/27/2010
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 09/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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