Unclaimed
Alex Svensen is a financial professional with over 16 years of experience in the industry. Alex is currently registered with Fidelity Brokerage Services LLC and has been with the firm since 2012. Alex previously worked with Diversified Investors Securities Corp. Alex holds Series 6, 7 and 63 licenses and the SIE exam. Alex is registered in several states, including Utah, California, Colorado, Florida, Maryland, and Washington.
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.
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.
1
2
UT
07/11/2012 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
CO
06/05/2006 - 06/11/2012
DIVERSIFIED INVESTORS SECURITIES CORP. (DENVER CO)
BC
Issued 07/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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