Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Krumbholz is a Registered Representative associated with Principal Securities, Inc. Alex has been a Registered Representative since September 2023 and has over 10 years of experience in the financial services industry. Alex is a licensed securities agent and is also registered with the state of Iowa. Alex is committed to providing clients with personalized financial planning services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
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IA
10/09/2024 - Present
Principal Securities, Inc. (West Des Moines IA)
BC
Issued 07/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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