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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Huntington Beach, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Alex Huff is a financial advisor with Cambridge Investment Research Advisors, Inc. Alex has been in the industry since 2020. Alex is registered in 17 states and has a Series 66, Series 7TO, and SIE license. Alex also works as a CPA, enrolled agent and tax preparer at Huff & Marshall CPA's.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Denver, CO

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alex Osmond is a financial advisor in Denver, CO. Alex has been a registered representative for over 11 years and is licensed to offer securities in 5 states. Alex is currently a registered representative of Cambridge Investment Research Advisors, Inc. which has a main office in Fairfield, IA. Alex offers financial planning, portfolio management, and educational seminars to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed
location

MORRISTOWN, NJ

0 Disclosures

ADVISOR BIO

Alex Coriddi is an investment advisor representative with Corient, registered with the state of New Jersey. Alex holds the Series 65 license, the Uniform Investment Adviser Law Examination. Alex has worked in the financial services industry for over 9 years and has been with Corient since December 2022.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed
location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Alexa Schmidt is a financial advisor with Corient, a firm specializing in investment advisory services. Alexa has been in the financial industry since 2015. She has a combined state law license and holds FINRA Series 7 and SIE licenses. Her previous employment history includes positions with Goldman Sachs, CrowdStreet Advisors, and Columbia Pacific Wealth Management. Alexa focuses on providing investment advisory services for individuals, businesses, charitable organizations, and pooled investment vehicles. Corient offers a range of services including financial planning, portfolio management, market timing, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Bellevue, WA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Alexa Julianne Steffens is a financial advisor associated with Cambridge Investment Research Advisors, Inc. Alexa has been in the financial industry since 2023. Alexa is registered in Washington as both a broker and an investment advisor representative. Alexa holds the Series 66, Series 7TO and SIE securities licenses. Alexa's firm has a wide range of client types including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Alexa's firm offers a variety of financial services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Eden Prairie, MN

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Kronick is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Eden Prairie, Minnesota. Alexander has been working in the industry since 1996 and is registered as a broker-dealer and an investment advisor. Alexander holds the Series 63, 7, and SIE licenses. Alexander has experience working with a wide range of clients including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cambridge Investment Research Advisors, Inc. offers a variety of financial services including financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Camp Hill, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Langan is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Alexander has been in the financial services industry since June 2012. Alexander is registered in Pennsylvania and Texas. Alexander is a licensed insurance agent and has been serving clients in the Camp Hill, Pennsylvania area for many years. Alexander has also held positions at MML Investors Services, LLC. and Stone, Lafaver, Shekletski. Alexander is a graduate of Widener University Commonwealth Law School and Messiah College.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

Montgomery, TX

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Bukhart is a financial advisor who is registered with Centaurus Financial, Inc. Alexander has been in the financial industry since 2024. Alexander has a Series 7TO and SIE license. Alexander specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Alexander's firm, Centaurus Financial, Inc. has over 6 billion dollars in assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Corient | CFP ® (Certifications)

location

Boston, MA

0 Disclosures

ADVISOR BIO

Alexander Martin is a financial advisor with Corient. Alexander is registered with the state of Massachusetts and Texas as an Investment Advisor Representative (IAR). He has been in the financial industry since 2008. Alexander has a designation as a Certified Financial Planner. He provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Welsh, LA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Daboval is a financial advisor who has been in the industry since 1984. Currently, Alexander Daboval is registered with Cambridge Investment Research Advisors, Inc. in Louisiana and Texas. Alexander Daboval specializes in financial planning, portfolio management for individuals and businesses, pension consulting and market timing services. Alexander Daboval has previously been registered with Transamerica Financial Advisors, Inc., Aragon Financial Services, Inc., Source Securities, Inc., Securities Network, Inc., UAN Investment Corp. and Financial Network Investment Corporation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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