Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Dacunha is a registered representative with LPL Financial LLC since March 2012. Alexander has been in the industry for over 12 years and has worked with UVEST Financial Services Group, Inc. and Webster Bank. Alexander is registered in several states including Florida, Maine, Massachusetts, New Hampshire, Rhode Island, South Carolina, and Virginia. Alexander has a Series 7, Series 63, and Series 66 securities license. Alexander is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Consulting and other non-discretionary advisory services
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
MA
03/19/2012 - Present
LPL Financial LLC (TAUNTON MA)
MA
11/09/2010 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (SEEKONK MA)
BOTH
Issued 03/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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