ADVISOR BIO

Alexander Louis Peterson is a financial professional with experience in the financial services industry. Alexander is a registered representative and investment advisor representative with Assetmark, Inc. Prior to joining Assetmark, Inc., Alexander was employed with Equitable Advisors, LLC. Alexander holds the Series 66, Series 7TO and SIE licenses. Alexander has a background in business development and works with a variety of clients, including individuals, families, businesses and institutions. Alexander's areas of expertise include financial planning, investment management, and retirement planning.

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ADVISOR BIO

Alexander Luong Chang is a financial advisor with Transamerica Financial Advisors, Inc. Alexander has been in the financial industry since 2007. Alexander specializes in investment and insurance products. Alexander has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans and Section 529 and UGMA/UTMA’s.

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ADVISOR BIO

Alexander Aguirre is a registered representative with J.P. Morgan Securities LLC. Alexander has been in the financial services industry for less than one year. Alexander holds the Series 63, Series 6TO and SIE securities licenses and is registered in California. Alexander specializes in investment planning, pension consulting, and portfolio management for both businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Alexander Schams is a financial advisor with Edward Jones. Alexander has been in the financial services industry for over 8 years, and has a strong background in investment advising. Alexander is registered to provide investment advice in 29 states and is a Series 66, Series 7 and SIE exam holder. Alexander provides financial planning, investment management, and other advisory services to a variety of clients, including individuals, businesses, and retirement plans. Prior to joining Edward Jones, Alexander worked at Ameriprise Financial Services, LLC.

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ADVISOR BIO

Alexander Winter is a financial professional with Osaic Wealth, Inc. based in Livermore, CA. Alexander holds the Series 66, Series 7TO, and SIE licenses and has been active in the industry since May 2024. Alexander works with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Osaic Wealth, Inc. offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Alexander Lloyd Wilson is a financial advisor with J.p. Morgan Securities LLC. Alexander has been in the industry for over 6 years. Alexander has a Series 66 license, a Series 7TO license, and a SIE license. Alexander has worked with several companies in the financial sector and is licensed to provide financial advice in 53 states. J.p. Morgan Securities LLC is a large firm managing over $249 billion in assets.

SPECIALIZATIONS

ADVISOR BIO

Alexander Tuckman is a financial professional with over 6 years of experience in the financial services industry. Alexander currently works at Wealth Management Partners of Los Angeles, where he specializes in providing financial advice and investment management services to individuals. Alexander is a Chartered Financial Consultant and holds the Series 63 and Series 65 licenses. Alexander's background includes experience with various financial firms, including Providence Financial and Insurance Services, Inc., Searchlight Financial, and ABT. He has also managed his own real estate properties. Alexander is committed to providing clients with personalized financial advice and investment strategies to help them achieve their financial goals.

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ADVISOR BIO

Alexander Burum is a registered representative with Planmember Securities Corp., with offices in Oxnard, Carpinteria, and Santa Barbara, California. Alexander has been in the securities industry since April 4, 2018, and is licensed in California, Colorado, South Dakota, Texas, and Utah.

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ADVISOR BIO

Alexander Saak is a financial advisor with Wells Fargo Clearing Services, LLC. Alexander is registered with FINRA and has Series 7, Series 66 and SIE licenses. Alexander's primary office is located in EL SEGUNDO, CA. Alexander has been in the financial industry since 2023. The advisor has experience working with clients including: High Net Worth Individuals, Individuals Other Than High Net Worth, Corporations Or Other Businesses, Pension And Profit Sharing Plans, Charitable Organizations and Insurance Companies.

SPECIALIZATIONS

ADVISOR BIO

Alexander Chaloff is an investment advisor representative currently registered with Alliancebernstein LP. Alexander has been in the industry since 2017 and holds the Series 66, Series 7, Series 99TO, and SIE licenses. Alexander has a diverse background with experience in various sectors, including retirement planning, securities, and investment advising. Alexander specializes in providing investment advice to individuals, investment companies, and businesses.

SPECIALIZATIONS