Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Templin is a financial advisor currently registered with Ameritas Advisory Services, LLC in Cincinnati, Ohio. Alex is a registered representative and investment advisor representative with the firm, which offers financial planning, pension consulting, educational seminars, and portfolio management services. Alex holds a Series 66 license and a Series 7TO license, which were issued in 2024 and 2023, respectively. Alex's professional experience includes prior roles at Wells Fargo Advisors Financial Network, LLC and Premier Planning Group, LLC, where he gained experience in managing investment-related processes and client reviews. Prior to working in financial services, Alex worked at Dorothy Lane Market and held various roles at Wright State University and Sinclair Community College.
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.
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.
Solicitor fees
1
2
OH
05/31/2024 - Present
Ameritas Advisory Services, LLC (Cincinnati OH)
KY
07/10/2023 - 01/10/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LEXINGTON KY)
BOTH
Issued 05/14/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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