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Alex has helped to provide comprehensive financial planning and wealth management strategies for responsible individuals and businesses for over a decade. His broad base of knowledge enables him to create and implement customized strategies that build value for his clients.
His process is focused on listening to his clients' concerns and needs so that he is able to deliver straight forward advice that is focused on them. Communication, transparency, and continual strengthening of his relationship with clients' is key. I look forward to connecting with you!
Alex has earned:
- FINRA Securities Registration 7, 24, 63, 65
- Bachelor of Science in both Finance and Accounting from the Robert H. Smith School at the University of Maryland
- Eagle Scout Award
1804 Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors, LLC or its affiliates.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
1804 Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors, LLC or its affiliates.