Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Shields is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Dublin, Ohio. Alex has been in the industry since July 2021. Alex has experience working in the financial services industry, most recently at Nationwide Investment Services Corporation. Alex holds the Series 7TO, Series 66, and SIE licenses and is registered to provide investment advice in the state of Ohio. Alex specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting.
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.
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.
Investment consulting services to institutional clients
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
OH
11/28/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
12/23/2019 - 05/19/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 11/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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