Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Deitch is a financial advisor with LPL Enterprise, LLC. Alexander has been working in the financial services industry since 2017. Alexander is registered in Indiana, Michigan and Florida and holds the Series 7, Series 63, Series 65 and SIE licenses. Alexander's previous experience includes positions at LPL Financial LLC, CUNA Brokerage Services, Inc. and PNC Investments. Alexander offers a variety of services to individuals and businesses, including financial planning, portfolio management, educational seminars and consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
1
2
IN
11/14/2024 - Present
LPL Enterprise, LLC (NORTH LIBERTY IN)
IN
05/18/2022 - 07/31/2023
LPL FINANCIAL LLC (ELKHART IN)
IN
07/16/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Elkhart IN)
IN
04/13/2018 - 07/02/2020
PNC INVESTMENTS (GRANGER IN)
IN
06/05/2017 - 03/14/2018
CUNA BROKERAGE SERVICES, INC. (MISHAWAKA IN)
IA
Issued 02/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Deitch is the right advisor for you? Invested Better is here to help.
