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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 Larosa is a financial advisor at Blue Bell Private Wealth Management, LLC. Alex has been in the industry since 2017 and holds the Series 65 license. Alex is a Certified Financial Planner and specializes in portfolio management for individuals and businesses, and financial planning. Alex has experience working in the military, finance, and education fields.
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.
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.
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PA
09/26/2018 - Present
Blue Bell Private Wealth Management, LLC (BLUE BELL PA)
IA
Issued 09/22/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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