Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Smit is an investment advisor representative who has been in the industry since 2014. Alexander is registered with Pinnacle Associates, Ltd. and Withum Wealth Management, both firms based in Red Bank, NJ. Alexander has a specializations in retirement planning, mutual funds, variable annuities and fixed insurance. Alexander holds a Certified Financial Planner designation. Alexander is currently registered with the states of California and New Jersey.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/03/2024 - Present
Pinnacle Associates, Ltd. (Red Bank NJ)
Active
Inactive
Not sure Alexander Smit is the right advisor for you? Invested Better is here to help.
