Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Pollard is a financial advisor with Creative Planning, a firm that provides investment advice and financial planning to individuals, businesses, and institutions. Alex is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2016. Alex has experience working with a wide range of clients, including high-net-worth individuals, families, and businesses. Alex is dedicated to providing personalized financial advice to help clients achieve their financial goals. Alex holds Series 66 and Series 7 licenses as well as the SIE exam.
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.
1
2
KS
03/22/2022 - Present
Creative Planning (OVERLAND PARK KS)
TX
06/26/2017 - 10/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
BOTH
Issued 08/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Alex Pollard is the right advisor for you? Invested Better is here to help.
