Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Catalin Ilie is a financial professional with over a year of experience in the securities industry. Alex is currently registered with Fidelity Brokerage Services LLC in Westlake, TX. Alex was previously registered with SagePoint Financial, Inc. in Scottsdale, AZ and TD Ameritrade, Inc. in Southlake, TX. Alex has passed the Series 7, Series 63 and SIE exams.
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.
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.
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2
TX
01/12/2023 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
AZ
02/01/2022 - 11/09/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TX
06/10/2021 - 11/02/2021
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 07/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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