Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Negron is a financial advisor with Fidelity Personal And Workplace Advisors. Alex is a Certified Financial Planner™ professional and has been in the industry since 2000. Alex's expertise includes providing financial planning and portfolio management for individuals and businesses. Alex holds Series 7, 9, 10, 63, and 66 securities licenses, and is registered in 28 states and the District of Columbia. Alex is also a member of the Nease Football Touchdown Club, where Alex serves as Co-Treasurer.
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
FL
08/18/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
10/08/2010 - 08/15/2019
TD AMERITRADE, INC. (Jacksonville FL)
FL
03/24/2010 - 09/22/2010
CHASE INVESTMENT SERVICES CORP. (ALTAMONTE SPRINGS FL)
FL
09/11/2009 - 02/22/2010
HOLLAND INVESTMENT SERVICES, INC. (ORMOND BEACH FL)
FL
01/02/2008 - 07/21/2009
PROEQUITIES, INC. (WINTER PARK FL)
FL
01/19/2000 - 10/10/2007
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
BOTH
Issued 01/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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