Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Taub is a financial advisor with over 23 years of experience in the industry. Alexander has worked at Raymond James Financial Services Advisors, Inc. since 2009. Alexander is a registered representative of Raymond James and is licensed to sell securities in multiple states. The advisor holds a Series 7 and Series 66 licenses as well as the SIE exam. Alexander specializes in providing financial planning, portfolio management and pension consulting services to individuals, families, and businesses. Alexander has also been working with Zick Whitted Taub Group, Inc. since 2011.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
02/15/2018 - Present
Raymond James Financial Services Advisors, Inc. (GOSHEN NY)
NY
02/23/1999 - 06/25/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDDLETOWN NY)
BOTH
Issued 03/03/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Taub is the right advisor for you? Invested Better is here to help.
