Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Hargrave is an investment advisor representative associated with Global Retirement Partners LLC, a registered investment advisor. Alexander has been in the securities industry for over 30 years and holds Series 7, 63, and 65 licenses. He is registered to provide investment advice in California, Ohio, and South Carolina. Alexander specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Alexander has experience working with various client types, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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CA
09/17/2014 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
09/12/2014 - 06/29/2015
LPL FINANCIAL LLC (SAN RAFAEL CA)
CA
02/16/2011 - 09/12/2014
FINANCIAL TELESIS INC (SAUSALITO CA)
CA
02/11/2011 - 02/22/2011
STERNE, AGEE & LEACH, INC. (SAN FRANCISCO CA)
CA
02/14/2007 - 02/12/2011
NOLLENBERGER CAPITAL PARTNERS INC. (SAN FRANCISCO CA)
CA
03/09/2002 - 03/01/2007
RBC DAIN RAUSCHER INC. (SAN FRANCISCO CA)
CA
02/01/2002 - 03/09/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
MN
08/29/1996 - 02/14/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
08/02/1995 - 09/09/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
11/02/1990 - 02/01/1995
ASB FINANCIAL SERVICES (IRVINE CA)
TX
08/28/1986 - 04/09/1990
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
01/18/1986 - 08/19/1986
DEAN WITTER REYNOLDS INC.
NA
10/09/1985 - 12/19/1985
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 11/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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