Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex James Reader is an investment advisor representative with Edelman Financial Engines located in Minnetonka, Minnesota. Alex is a Series 66, Series 7 and SIE licensed investment advisor. Alex has been in the financial services industry since December 2008. Alex previously worked for TD Ameritrade, Inc., Tower Square Securities, Inc., and Wells Fargo Advisors, LLC. Alex has over 10 years of experience in financial services. Alex is registered with the state of Minnesota and Texas.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MN
01/08/2020 - Present
Edelman Financial Engines (MINNETONKA MN)
MN
11/28/2012 - 01/17/2017
TD AMERITRADE, INC. (ST. PAUL MN)
MN
04/11/2012 - 11/28/2012
TOWER SQUARE SECURITIES, INC. (PLYMOUTH MN)
MN
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
12/22/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
BOTH
Issued 01/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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