Alejandro Julius Haas
CFP®, CIMA®Professional Summary
Alejandro Julius Haas, CFP®, CIMA®, who also goes by Alex J Haas, Alex Julius Haas, Alex Haas, is a registered financial advisor currently at COPPER SQUARE PRIVATE WEALTH, LLC located in Phoenix, Arizona. Alejandro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Alejandro has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
- Tax Planning
- Risk Management & Insurance
- Education Funding
- Investment Management
Biography
As your financial advocate, we help you navigate the increasing complexity of the financial markets and regulations with a customized strategy, tracking your progress and making adjustments as your needs and goals change. I have 20+ years of experience in the financial industry and held roles in trading, product distribution, private banking, and wealth management. I graduated with a business degree from the Eller College of Management at The University of Arizona and also am...
Other Aliases
Alex J Haas, Alex Julius Haas, Alex Haas
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
COPPER SQUARE PRIVATE WEALTH, LLC
Contact Information
Main Address
Phoenix, AZPhone Number
(480) 359-4964# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$81,339Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(4/13/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Dec 1999Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Alejandro Julius Haas's CRS (Customer Relationship Summary).
Services Offered by Alejandro
- Business Services
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
- Tax Planning
- Risk Management & Insurance
- Education Funding
- Investment Management
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