Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Triska is an investment advisor representative registered with AE Wealth Management, LLC. Alexander has been in the industry since 2024, holding various positions in the financial services field. Alexander's primary focus is to provide financial planning and portfolio management services to individual and business clients. Alexander has a strong understanding of various investment strategies and a commitment to helping clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/09/2024 - Present
AE Wealth Management, LLC (Winter Garden FL)
FL
03/30/2024 - 07/31/2024
FIRST COMMAND BROKERAGE SERVICES, INC. (ORLANDO FL)
IA
Issued 04/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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