Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Valentino Vecchiet is a registered representative with Morningstar Investment Services LLC in Chicago, IL. Alex has been in the financial industry since 2016. Previously, Alex worked as a registered representative for AON Securities LLC and J.P. Morgan Securities LLC. Alex holds the Series 63, Series 7 and SIE licenses. Alex specializes in advising individuals, corporations, and businesses.
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.
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.
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.
Aua
1
2
IL
02/01/2023 - Present
Morningstar Investment Services LLC (CHICAGO IL)
IL
12/01/2017 - 02/04/2022
AON SECURITIES LLC (CHICAGO IL)
NY
08/28/2013 - 03/09/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 10/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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