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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Medin is an investment advisor representative and a Certified Financial Planner™ professional. Alex currently works for Empirical Wealth Management. Alex has been in the securities industry for over 6 years. Alex has been associated with Fidelity Brokerage Services LLC, Morgan Stanley and Morgan Stanley Smith Barney LLC before. Alex has a strong background in financial planning and investment management, and has worked with a wide range of clients, including high-net-worth individuals, families, and businesses. Alex is committed to providing personalized and comprehensive financial advice to help clients reach their financial goals. Alex is licensed in California and Washington. Alex offers financial planning, portfolio management, and tax preparation services. Alex is also able to assist clients with insurance and selection of other advisors.
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.
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.
Tax preparation and insurance services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
06/15/2022 - Present
Empirical Wealth Management (SEATTLE WA)
CA
01/06/2017 - 05/18/2022
FIDELITY BROKERAGE SERVICES LLC (LOS ANGELES CA)
CA
05/26/2016 - 12/15/2016
MORGAN STANLEY (SAN JOSE CA)
BOTH
Issued 06/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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