Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Buellesbach is a financial advisor who is registered in Virginia and Texas. Alex has been in the financial services industry since March 2016. Alex is currently registered with LPL Financial LLC. Alex was previously registered with MORGAN STANLEY. Alex holds the Series 7, Series 66, and SIE licenses. Alex is also licensed in 17 states. Alex's specializations include providing financial planning, portfolio management, and other advisory services to individuals, businesses, and corporations. Alex is affiliated with Cottage Hill Capital and Mass Mutual.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
07/28/2023 - Present
LPL Financial LLC (MCLEAN VA)
VA
03/16/2016 - 08/02/2023
MORGAN STANLEY (Mclean VA)
BOTH
Issued 06/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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