Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Klaas is a financial advisor with over five years of experience in the financial services industry. Alexander is currently a Registered Representative and Investment Advisor Representative with Gladstone Wealth Partners in Palm Beach Gardens, Florida. Before joining Gladstone Wealth Partners, Alexander worked at UBS Financial Services Inc. Alexander specializes in providing a range of financial services, including portfolio management for individuals and businesses, retirement planning, and general financial consulting. Alexander is committed to helping clients achieve 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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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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2
FL
11/26/2021 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
IL
08/10/2016 - 06/22/2021
UBS FINANCIAL SERVICES INC. (BARRINGTON IL)
BOTH
Issued 11/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/21/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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