Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Ceron is a financial advisor with Charles Schwab & Co., Inc., and has been in the industry since June 1992. Alex has experience with TD Ameritrade, Inc., Cetera Investment Services LLC, TIAA-CREF Individual & Institutional Services, LLC, and Wachovia Securities, LLC. Alex is registered in 21 states and offers financial planning, wrap fee programs, and referral services to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
04/28/2022 - Present
Charles Schwab & CO., Inc. (Fort Lauderdale FL)
FL
06/18/2015 - 07/29/2024
TD AMERITRADE, INC. (Fort Lauderdale FL)
FL
09/06/2013 - 06/03/2015
CETERA INVESTMENT SERVICES LLC (HIALEAH FL)
FL
06/05/2012 - 09/04/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CORAL GABLES FL)
FL
07/13/2007 - 04/30/2012
CHARLES SCHWAB & CO., INC. (CORAL GABLES FL)
FL
07/23/2003 - 06/28/2007
WACHOVIA SECURITIES, LLC (WESTON FL)
RI
09/09/1993 - 07/28/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
06/16/1992 - 07/21/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/06/1992 - 05/20/1992
CHELSEA STREET SECURITIES, INC.
IA
Issued 12/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/22/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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