Unclaimed
Alex Michael Hilbert is a financial advisor with Vanguard Advisers, Inc. located in Scottsdale, Arizona. Alex has been in the financial industry since March 26, 2013. Alex holds Series 3, 6, 7TO, 26, 63 and 65 licenses. Alex has been registered with the state of Arizona since September 15, 2022. Alex also has a resident registration with the state of Texas. Alex is affiliated with The Vanguard Group, Inc. as well as Vanguard Marketing Corporation.
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.
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.
1
2
AZ
09/21/2022 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
SC
01/06/2012 - 02/26/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (PIEDMONT SC)
CA
10/27/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (SAN DIEGO CA)
BC
Issued 09/19/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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