Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Matthew Pettina is a registered representative with &partners, a firm that manages between $1 billion and $10 billion in assets. Alex has been in the securities industry since 2018. Alex holds the Series 66, Series 7 and SIE licenses and is registered in 37 states. Alex has experience providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Alex has previously worked with WELLS FARGO CLEARING SERVICES, LLC. Alex is also registered as an Investment Adviser Representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
04/26/2024 - Present
&partners (NASHVILLE TN)
PA
03/01/2018 - 04/30/2024
WELLS FARGO CLEARING SERVICES, LLC (INDIANA PA)
BOTH
Issued 04/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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