Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alon? Claim Your ProfileAlon Albert Argov is a financial advisor in Charlotte, NC. Alon has been in the financial services industry since June 24, 2002. Alon is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Alon is also registered with the state of North Carolina. Alon has passed several industry exams including the Series 66, Series 4, Series 53, Series 24, SIE, Series 31, and Series 7. Alon has worked for several firms including WELLS FARGO FUNDS DISTRIBUTOR, LLC, STRONG INVESTMENTS, INC., and MORGAN STANLEY DW INC.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
05/14/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
WI
04/11/2005 - 12/20/2006
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
11/04/2004 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
NY
05/01/2002 - 11/01/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2014
Series 4 - Registered Options Principal Examination
BC
Issued 11/15/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/22/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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