Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex McCain is a registered representative with Wells Fargo Advisors Financial Network, LLC. Alex has been in the industry since May 2018. Alex is currently registered with Florida, Maryland, Massachusetts, New Hampshire, North Carolina, Tennessee, and Washington. Alex is also registered with FINRA. Alex earned their Series 7 and SIE licenses in 2018 and passed the Series 66 in 2019. Alex has experience working for Wells Fargo Clearing Services, LLC, Connor and Gaskins Unlimited, Gartner Inc, Probar LLC, Florida Atlantic University and Wells Fargo Advisors Financial Network, LLC. Alex specializes in financial planning, portfolio management for individuals and businesses, and investment consulting services.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
05/08/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
05/23/2018 - 05/05/2023
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
BOTH
Issued 03/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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