Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Vernon West is a registered investment advisor with Fidelity Personal and Workplace Advisors. Alex is a financial professional with over six years of experience in the financial services industry. Alex holds the Series 7, 6, 63 and 66 securities licenses and is registered to conduct business in Connecticut, Florida, New Jersey, New York, South Carolina and Texas. Alex has a strong track record of providing personalized financial advice to individuals and families. Alex specializes in financial planning, portfolio management, and educational seminars. Alex is committed to providing clients with the knowledge and tools they need to make informed financial decisions.
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.
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.
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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2
NY
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (SCARSDALE NY)
NY
09/19/2016 - 07/12/2022
J.P. MORGAN SECURITIES LLC (WHITE PLAINS NY)
BOTH
Issued 03/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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