Unclaimed
Alexander Strek is a financial advisor at Clarkston Capital Partners, LLC. Alexander has been working in the financial industry since July 11, 2013. Alexander has a Series 7, Series 31 and Series 66 license. He is also a Certified Financial Planner. Alexander has experience working with a variety of clients, including individuals, corporations, charitable organizations and investment companies. Alexander has been registered with the state of Michigan since March 26, 2015 and is also registered with the state of Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
MI
12/08/2023 - Present
Clarkston Capital Partners, LLC (BLOOMFIELD HILLS MI)
MI
10/02/2013 - 02/23/2015
MORGAN STANLEY (TROY MI)
MI
09/20/2012 - 01/09/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
BOTH
Issued 10/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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