Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexian? Claim Your ProfileAlexian Gomberg is a financial advisor registered with LPL Financial LLC. Alexian has been in the industry since 2002 and has experience with American Express Financial Advisors Inc., IDS Life Insurance Company, Wells Fargo Investments, LLC, MetLife Securities Inc. and MetLife Investors Distribution Company. Alexian holds licenses for Series 7, Series 24, Series 66, Series 99TO and SIE. Alexian specializes in providing financial planning, portfolio management, and other non-discretionary advisory services.
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.
1
2
SC
05/23/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
09/25/2013 - 04/04/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
09/25/2013 - 04/04/2014
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
09/15/2005 - 09/18/2013
LPL FINANCIAL LLC (CHARLOTTE NC)
CA
02/10/2003 - 09/19/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
02/21/2002 - 02/11/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/21/2002 - 02/11/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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