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AG

Alexander Gaon

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CRD#: 7853118
AG

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alexander Gaon was a registered financial professional .

Alexander is a previously registered financial professional and started their career in finance in 2024. Alexander had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
Accounting and Finance Consultant; Not Investment related; 224 Saint Vincent Irvine CA 92618; Provides accounting services on a consulting basis for corporations on an ad-hoc basis; Consultant; Not Currently employed/working as consultant- only on an as needed basis; 10 hours/week; 10 hours/week during trading hours; Accounting work for large corporations such as assisting with month end close and financial reporting. This is not my own business. I am a consultant of the company I assist but paid as a W-2 employee through a staffing agency that finds the jobs.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 20, 2024 - December 4, 2024

PREMIUM STRATEGIES, LLC

RIA
CRD#: 329777
Irvine, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/29/2023
Uniform Investment Adviser Law Examination

Current Firm

PS
PREMIUM STRATEGIES, LLC
PREMIUM STRATEGIES, LLC

CRD#: 329777 / SEC#:

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Contact information

Main Address
224 Saint Vincent, Irvine, CA 92618
Mailing Address
Phone number
(213) 215-6544
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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.

Company Information

PREMIUM STRATEGIES, LLC

CRD#: 329777

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