Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Picone is an investment advisor representative at Stonex Advisors Inc. Alex has been in the industry since 2022. Prior to joining Stonex Advisors, Alex worked as a Registered Representative at SMBC NIKKO SECURITIES AMERICA, INC. Alex holds Series 63, 66, 7, 79 and SIE licenses. Alex holds active state registrations in Pennsylvania. Alex is also a Registered Representative with Stonex Advisors, Inc. Alex has a wealth of experience in the financial services industry and is committed to providing clients with the highest level of service.
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.
Financial consulting services
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
PA
01/17/2024 - Present
Stonex Advisors Inc. (Blue Bell PA)
NY
09/09/2022 - 06/30/2023
SMBC NIKKO SECURITIES AMERICA, INC. (NEW YORK NY)
BOTH
Issued 12/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alex Picone is the right advisor for you? Invested Better is here to help.
