Unclaimed
Alexander Kubiak is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Alexander has been in the securities industry since August 5, 2015. Alexander is registered with the state of Michigan and Texas. Alexander has passed the Series 66, SIE, and Series 7 exams. Alexander has previously worked for LPL FINANCIAL LLC. Ameriprise Financial Services, LLC is a registered investment adviser. The firm provides a range of financial services, including financial planning, portfolio management, and asset allocation services. Ameriprise Financial Services, LLC manages assets for a variety of client types, including individuals, families, businesses, and institutions. The firm has a strong commitment to providing its clients with personalized service and advice.
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.
Asset allocation services
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.
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MI
06/28/2024 - Present
Ameriprise Financial Services, LLC (Wayland MI)
MI
08/06/2015 - 11/14/2022
LPL FINANCIAL LLC (WAYLAND MI)
BOTH
Issued 10/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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