Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Reuben is a financial advisor with over 7 years of experience in the industry. Alexander is currently registered with LPL Financial LLC in Torrance, CA and has held previous registrations with Edward Jones, J.P. Morgan Securities LLC, and Raymond James Financial Services, Inc.. Alexander has passed the Series 7 and Series 66 exams and holds the SIE designation. Alexander also holds a CPA license and is involved in tax prep and accounting services in addition to financial advising.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/02/2019 - Present
LPL Financial LLC (TORRANCE CA)
CA
09/25/2017 - 10/04/2019
EDWARD JONES (TORRANCE CA)
CA
02/04/2016 - 07/12/2017
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
10/05/2015 - 01/14/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (TORRANCE CA)
BOTH
Issued 10/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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