Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Minarik is a financial advisor with over 5 years of experience in the industry. Alex currently works at LPL Financial LLC in Rochester, Michigan, focusing on providing financial planning, portfolio management, and other advisory services to individuals and businesses. Alex previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clarkston, Michigan, and JPMorgan Securities LLC in Lathrup Village, Michigan. Alex is also a Registered Representative and holds Series 63, 66, and 7TO licenses. Alex is committed to providing clients with personalized financial guidance to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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MI
01/01/2025 - Present
LPL Financial LLC (ROCHESTER MI)
MI
10/18/2022 - 05/15/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLARKSTON MI)
MI
11/29/2018 - 09/22/2022
J.P. MORGAN SECURITIES LLC (LATHRUP VILLAGE MI)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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