Unclaimed
Alex Conover is a registered representative with Principal Securities, Inc. based in DES MOINES, IA. Alex has been in the financial services industry since 2022 and is licensed to provide investment advice in Iowa. Alex holds the Series 63, Series 6TO, and SIE licenses. Alex specializes in providing financial planning, pension consulting and educational seminars. Prior to joining Principal Securities, Inc., Alex was a registered representative with FBL MARKETING SERVICES, LLC in Holstein, IA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
08/02/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
05/06/2022 - 04/26/2024
FBL MARKETING SERVICES, LLC (Holstein IA)
BC
Issued 05/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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