Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex W Pinn is an investment advisor representative with Edelman Financial Engines. Alex is registered in New York and Texas and has been in the industry since 2013. Alex has passed the Series 6, Series 7TO, and Series 63 exams and holds the Certified Financial Planner designation. Previous experience includes working at Northwestern Mutual Investment Services, LLC and Northwestern Mutual Life Insurance Co.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
NY
01/05/2023 - Present
Edelman Financial Engines (CLIFTON PARK NY)
NY
03/19/2015 - 09/30/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Albany NY)
BC
Issued 04/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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