Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Nunes is a financial advisor with Beacon Pointe Advisors, LLC. Alex has been in the industry since October 2011 and holds a Series 66, Series 7 and a SIE license. Alex has worked for various financial institutions, including AXA Advisors, LLC and Ameritas Investment Corp. Alex specializes in financial planning, portfolio management for individuals, businesses, and investment companies, pension consulting, and educational seminars. Alex also provides consulting services. Alex is a Certified Financial Planner™ and is active in the California, but not in the BrokerCheck system. Alex is currently licensed in California.
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.
Strategic management for diversified investment portfolios.
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.
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CA
02/26/2019 - Present
Beacon Pointe Advisors, LLC (San Diego CA)
CA
10/09/2014 - 02/22/2019
AMERITAS INVESTMENT CORP. (San Diego CA)
CA
10/26/2011 - 10/06/2014
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 01/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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