Unclaimed
Alexander Baran is an Investment Advisor Representative at Wells Fargo Investment Institute, Inc. Alexander is licensed in Utah. Alexander has been in the industry since July 2014. The firm has offices in Salt Lake City and Charlotte, North Carolina. The firm provides financial planning services to corporations, charitable organizations, trusts, and individual clients.
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.
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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UT
03/25/2022 - Present
Wells Fargo Investment Institute, Inc. (Salt Lake City UT)
IA
Issued 03/24/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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