Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Barnard is a financial advisor with Mutual of America Securities LLC. Alex is licensed to provide investment advice in Alaska, Idaho, Montana, Oregon, and Washington. Alex has been in the industry since 2023 and is registered with the Financial Industry Regulatory Authority (FINRA). Alex holds the Series 63, Series 7TO, and SIE licenses. Alex's previous employers include WORLD EQUITY GROUP, INC. and THE LEADERS GROUP, 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.
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.
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WA
04/17/2024 - Present
Mutual OF America Securities LLC (Kirkland WA)
MT
01/02/2024 - 04/01/2024
WORLD EQUITY GROUP, INC. (Bozeman MT)
CO
04/18/2023 - 12/31/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
BC
Issued 05/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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