Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Lutz is a financial advisor associated with American Wealth Management, Inc. Alex is registered to provide investment advisory services in Wyoming. Alex has been working in the financial services industry since 2016. Alex has passed the Securities Industry Essentials Examination (SIE) as well as the Investment Company Products/Variable Contracts Representative Examination (Series 6). Alex is also a Series 65 Licensee and has passed the Uniform Investment Adviser Law Examination. Alex has a diverse background and previously worked at Oppenheimerfunds Distributor, Inc..
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WY
12/09/2022 - Present
American Wealth Management, Inc. (Casper WY)
CO
08/17/2016 - 02/28/2017
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
IA
Issued 12/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Alex Lutz is the right advisor for you? Invested Better is here to help.
