Unclaimed
Alex Ernest Myers is a registered representative with Wells Fargo Clearing Services, LLC. Alex has been in the financial services industry since July 19, 2015. Alex is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Alex holds Series 66, Series 7, and Series SIE licenses. Alex is also registered in 24 states. Alex specializes in providing financial planning, investment consulting, and portfolio management services to individuals and businesses. Alex has been working with Wells Fargo Advisors, LLC since July 2014 and with Wells Fargo Clearing Services, LLC since November 2016.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
08/24/2016 - Present
Wells Fargo Clearing Services, LLC (CHAMPAIGN IL)
BOTH
Issued 08/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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