Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Sylvester is a financial advisor with Lincoln Investment, Capital Analysts and Shepherd Financial Investment Advisory LLC. Alex has been in the financial industry since September 27, 2012. Alex has a Series 6, 7, 63, 66 and SIE licenses. Alex works with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Alex specializes in financial planning, investment management, and portfolio management. Alex is a partner at Shepherd Financial Investment Advisory LLC and the president of the Marian University Alumni Association.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
02/13/2020 - Present
Lincoln Investment (Carmel IN)
IN
09/27/2012 - 11/20/2019
LPL FINANCIAL LLC (INDIANAPOLIS IN)
BOTH
Issued 01/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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