Robert Alexandrovic, CFA, CFP

Overview

Robert Alexandrovic is an insurance agent, a registered representative and an investment adviser representative based in Greenwood Village, CO, with 21 years in the industry.

Years in the industry

21

States licensed

6

States registered

12

Carrier appointments

9

Contact

2 business emails and 4 phone numbers on file

Registrations and licenses

• Licensed in 6 states
• Registered in 12 states

• Life Agent Individual
• Producer
• Series 63
• Series 66
• Series 7
• Series 7TO
• SIE

2 lines of authority, with every state and its dates

Firms

• Purshe Kaplan Sterling InvestmentsCurrent firm
• Merit Financial AdvisorsCurrent firm

Employment history since 2005

Carriers

9 active carrier appointments

Book and practice

Firm assets under management on file