Alexander Forster Email & Phone Number
Financial Advisor
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Alexander Forster Location
- Florida, United States
Alexander Forster Work
- 2025 -now Financial Advisor @ We Florida Retirement & Investments at LPL financial LLC
- 2022 -2024 Financial Advisor, VP, Santander Investment Services @
- 2021 -2022 Financial Advisor @
- 2018 -2021 Personal Financial Representative @
- 2017 -2018 Financial Adviser @
- 2016 -2017 Director, Latin America Business Development @
- 2013 -2015 Vice President Investment Strategist International Wealth Management @
- 2012 -2013 VP, Investment Consultant, Latin America. External Wholesaler @
- 2010 -2012 Sr. Vice President International Business Development @ Delta Equity/ Bolton Global Capital
- 2007 -2009 Regional Marketing Director. External Wholesaler @
- 2006 -2007 Vice President-Business Banking Officer @
- 2005 -2006 Vice President Premier Wealth Advisor @
- 2004 -2005 Vice President International Private Financial Advisor @
- 1999 -2004 Vice President-Senior Financial Consultant @
- 2001 -2001 Financial Advisor @
- 1998 -1999 Vice President- Offshore Funds. External Wholesaler @
- 1997 -1998 Vice President Private Banking @
- 1997 -1997 Regional vice President Latin America @ Seligman Financial Services, Inc.
- 1989 -1997 Financial Consultant @
Alexander Forster Education
- Landmark
Forum, Advance, Self Expression and Leadership
2003-2004 - University of Houston, C.T. Bauer College of Business
BBA (Finance)
1984-1987 - University of St. Thomas (TX)
(Business)
1982-1984 - Art Institute of Houston
Diploma (Advertising Design)
1980-1981 - Colegio Humboldt
High School (Science)
1961-1979
Alexander Forster Skills
- Series 7
- Insurance
- Retirement Planning
- Salesforce.com
- Life Cycle Planning
- College Saving Plan
- Series 63
- Financial Advisor
- IRAs
- 401K Rollover
- Spanish
- Blackberry
- Sales Force Effectiveness
- Latin America
- Investment Advisory
- Mutual Funds
- ETFs
- Separately Managed Accounts
- Tactical Asset Allocation
- Value Investing
- Fixed Income Products
- Equities
- Asset Allocation
- Alternative Investments
- Managed Accounts
- New Business Development
- Registered Investment Advisor
- Consultative Selling
- International Business
- Stock Market
- FINRA Series 7
- FINRA Series 24
- FINRA Series 63
- FINRA Series 65
- Asset
- Portfolio Management
- Business Development
- FINRA
- Series 24
- Fixed Income
- CRM
- Selling
- Wealth Management
- Investments
- Banking
- Asset Management
- Capital Markets
- Financial Services
- Securities
- Private Banking
- Managing Accounts
- Finance
- Investment Strategies
- Hedge Funds
- Financial Advisory
- Development
- Sales
- CMA
- Investment Sales
- Facilitation
- Coaching
- Investment Portfolios
- German
- Institutional
- Keys
- Leadership
- Latin
- Relationship Management
- English
- Offshore Trusts
- Risk Management
- Financial Institutions
- Certified Financial Planner
- Portuguese
- Multinational
- Loans
- Options
- LATAM
- Retail
- International Clients
- Strategic Planning
- Presentation
- Operations
- International Financial Institutions
- Marketing
- Central America
- Latin American markets
- Small Business
- Offshore Funds
- Regulations
- Private Clients
- OFAC
- High Net Worth Individuals
- Equity
- Marketing Strategy
- Wholesale
Alexander Forster Summary
- Alexander Forster, based in Florida, United States, is currently a Financial Advisor at We Florida Retirement & Investments at LPL financial LLC. Alexander Forster brings experience from previous roles at Santander Bank, N.A., CUNA Brokerage Services, Inc, Allstate Financial Services, LLC and Raymond James. Alexander Forster holds a 2003 - 2004 Forum, Advance, Self Expression and Leadership @ Landmark. With a robust skill set that includes Series 7, Insurance, Retirement Planning, Salesforce.com, Life Cycle Planning and more. Alexander Forster has 3 emails and 1 mobile phone numbers on RocketReach.
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