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Alex John Woolslair

Truist Securities, Inc.

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About Alex John Woolslair

Alex Woolslair is a financial professional with a strong background in the securities industry. Alex has a diverse range of certifications, including the Series 3, 34, 99, SIE and Series 27 exams. Alex is registered with Truist Securities, Inc. and is currently working as a Principal for the firm.

Firm Information

Alex Woolslair is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Alex Woolslair’s Registration & Firm History

GA

01/30/2018 - Present

Truist Securities, Inc. (ATLANTA GA)

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Licenses & Designations

BC

Issued 08/02/2023

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2018

Series 99 - Operations Professional Examination

BC

Issued 12/09/2011

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 11/18/2011

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alex John Woolslair.
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