Unclaimed
Alex Wenke is a registered representative with MML Investors Services, LLC, a firm with a national presence. Alex has experience working with individuals, high-net-worth individuals, businesses, and retirement plans. Alex also provides financial planning and asset allocation services. Alex is registered in Arizona, California, Colorado, Florida, New York, Pennsylvania, and South Carolina.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/13/2021 - Present
MML Investors Services, LLC (AMHERST NY)
NY
07/29/2016 - 02/04/2019
NYLIFE SECURITIES LLC (WILLIAMSVILLE NY)
NY
03/24/2015 - 06/28/2016
SIGNATOR INVESTORS, INC. (WILLIAMSVILLE NY)
BC
Issued 09/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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