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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Robinette is a financial advisor with Tandem Investment Advisors Inc. in Charleston, SC. Alex has been in the industry since 2016 and has experience with Raymond James & Associates, Inc. and Edward Jones. Alex is registered with the state of South Carolina. Alex is a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Uma model provider
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.
A percentage of the total value of assets under management is charged.
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SC
07/19/2023 - Present
Tandem Investment Advisors Inc. (CHARLESTON SC)
FL
06/23/2017 - 04/17/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MO
11/01/2016 - 02/08/2017
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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