Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Lindle is a financial advisor with Private Client Services, LLC. Alex has been in the financial industry since 1999. Alex holds the Series 7, Series 66, and Series 24 licenses. Alex is registered to offer investment advisory services in Kentucky, Indiana, Missouri, Florida, Louisiana, Maryland, Nevada, New York, North Carolina, South Carolina, Texas, and Illinois. Alex's other business activities include providing non-securities based insurance products. Alex is committed to providing personalized financial advice and investment solutions to clients.
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.
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.
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2
KY
03/28/2008 - Present
Private Client Services, LLC (LOUISVILLE KY)
KY
11/02/2007 - 05/06/2010
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
08/09/2000 - 11/05/2007
AXA ADVISORS, LLC (LOUISVILLE KY)
MN
01/02/2000 - 01/25/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/02/2000 - 01/25/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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