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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 Van de leur is a financial advisor who has been in the industry since August 2002. Alexander is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in both New York and Texas. Alexander has also held previous registrations with Oppenheimer & Co. Inc., UBS Financial Services Inc., and J.P. Morgan Securities Inc. Alexander holds a Series 66 license and has passed the SIE and Series 7 exams. Alexander specializes in working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
01/17/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
CA
05/18/2009 - 07/17/2014
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
05/30/2005 - 05/13/2009
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
NY
05/01/2001 - 11/30/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/19/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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