Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Joseph Hudak has been a registered professional in the financial services industry since 1984. Alex is currently registered with Raymond James Financial Services Advisors, Inc. Alex is a licensed investment advisor and securities representative in the state of Montana, as well as a licensed securities representative in the state of Texas. Alex has a comprehensive understanding of the financial markets and provides customized investment advice and financial planning services to individuals and families. Alex is committed to providing clients with the highest level of personalized service and guidance.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MT
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (BOZEMAN MT)
FL
06/12/1992 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
KS
07/17/1984 - 06/12/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 04/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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