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 Weiss is a financial professional who has been in the industry since 2017. Alex is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Denver, CO. Before joining TIAA-CREF, Alex was registered with TD Ameritrade, Inc. in St. Louis, MO. Alex has Series 7, SIE and Series 63 securities licenses. Alex is a financial advisor who provides a range of services, including financial planning and portfolio management for individuals.
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.
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.
Compensation from affiliates
1
2
CO
10/10/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
MO
10/17/2017 - 09/26/2018
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 11/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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