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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Benjamin Elozory is an investment advisor representative associated with Fidelity Personal And Workplace Advisors. Alexander Elozory is registered in 52 states and has been in the industry since October 10, 2017. Alexander Elozory has passed the Series 7, Series 66, Series 9, Series 10 and SIE exams. In addition to working as an investment advisor representative, Alexander Elozory also rents out his vehicle on Turo and is an Airbnb co-host.
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.
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
CO
10/16/2019 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
FL
06/17/2015 - 01/05/2017
AXA ADVISORS, LLC (JACKSONVILLE FL)
BOTH
Issued 05/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/07/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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