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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Salem is a financial advisor with over 8 years of experience in the financial services industry. Alexander is registered with Cambridge Investment Research Advisors, Inc., a firm that provides financial planning, portfolio management, and other investment advisory services to individuals, businesses, and institutions. Alexander is a Certified Financial Planner™ professional and holds the Series 6, 7, 63, 66, and 99 licenses. Prior to joining Cambridge Investment Research, Inc., Alexander was an advisor with David Lerner Associates, 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.
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
NY
11/18/2024 - Present
Cambridge Investment Research Advisors, Inc. (Plainview NY)
NY
08/27/2018 - 06/05/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (WOODBURY NY)
NY
01/05/2016 - 08/06/2018
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
08/03/2015 - 08/18/2015
FIRST INVESTORS CORPORATION (WESTBURY NY)
BOTH
Issued 12/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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