Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Anderson is a registered investment advisor with Wells Fargo Clearing Services, LLC, and has been in the industry since 2017. Alexander holds a Series 65 license, which allows him to offer investment advice to individuals and institutions. He is also licensed to sell securities in Nebraska, Minnesota, North Dakota, and South Dakota. Alexander has held previous positions at AXOS Clearing LLC and TD Ameritrade.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NE
06/21/2023 - Present
Wells Fargo Clearing Services, LLC (OMAHA NE)
NE
06/28/2022 - 02/15/2023
AXOS CLEARING LLC (OMAHA NE)
NE
05/17/2017 - 01/14/2022
TD AMERITRADE, INC. (OMAHA NE)
NE
01/23/2018 - 04/20/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
IA
Issued 06/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2022
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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