Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Lorin Gelb is a financial advisor registered with Fidelity Personal and Workplace Advisors. Alex has been working in the financial industry since July 1999 and is licensed to provide advisory services in 52 states. Prior to joining Fidelity, Alex was a financial advisor with Northwestern Mutual Investment Services, LLC, where he worked from January 2012 until January 2016.
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.
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.
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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
01/18/2012 - 01/26/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)
TX
03/29/2005 - 12/09/2011
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NJ
08/05/2002 - 10/29/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
AL
09/04/1996 - 05/21/1998
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
MD
05/24/1995 - 08/13/1996
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
MD
09/08/1993 - 05/02/1995
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 8/22/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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