Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Jordan Richey is a registered investment advisor representative at Fisher Investments. Alex has been in the financial services industry since 2014 and has held previous roles at Center Street Securities, Inc. and PMB Capital Management. Alex has passed the Series 66, Series 7 and SIE exams. Alex specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/09/2017 - Present
Fisher Investments (PLANO TX)
IN
09/16/2014 - 08/31/2017
CENTER STREET SECURITIES, INC. (JEFFERSONVILLE IN)
BOTH
Issued 10/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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