Qualifications and Associations
About Alexander Soler, CLU®, ChFC®
Helping individuals retire with the dignity they deserve. Alex cares about each client’s situation, respects their assets, suggests solutions to address their concerns, monitors their progress and stays in touch.
Alex provides his clients with a broad range of investment and financial strategies to help accumulate and preserve assets. He specializes in Retirement Planning, Life Insurance, College Planning, Long-Term Care coverage, as well as Brokerage/Advisory Investments.
Alex joined Equitable Advisors as a Financial Advisor in 2015. His vision and ability has led to long-term success and a reputation as a community leader in financial services. Alex participates in mentorship programs throughout school districts and serves on various campus improvement plan boards. During personal time, Alex enjoys working out, eating and golfing with his friends/family. He resides in Houston, TX and is an avid football fan.
Alex is a member of the Retirement Benefits Group (RBG), a specialized division of Equitable Advisors, that is proud to provide financial services to meet the retirement needs of those who serve and build our communities – nonprofit employees, educators and staff in public schools, colleges and universities, and hospital and municipal workers.
Why work with Equitable Advisors?
Equitable Advisors has been helping millions of individuals develop financial strategies since 1859. A premier provider of annuity and life insurance products, we’ve maintained our fundamental commitment to helping people build sound financial futures for over 160 years. Using our experience, we help people prepare for tomorrow while allowing them to enjoy life today. Helping clients manage over $220 billion in assets under management, * Equitable Advisors knows the ins and outs of identifying and implementing customized financial solutions. *As of 12-31-19. Assets under management for Equitable Advisors are inclusive of assets under management held by an affiliate, Alliance Bernstein L.P.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.