Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Kreis is a registered representative with Hornor, Townsend & Kent, LLC based in Wilton, CT. Alex has a Series 63, Series 6TO and SIE licenses and is registered in 18 states. Alex has been in the industry since 2021 and has a broad range of specializations including investments, retirement planning, college savings and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
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2
CT
02/05/2021 - Present
Hornor, Townsend & Kent, LLC (WILTON CT)
BC
Issued 03/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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