Unclaimed
Alexander Benson Nalle is a financial advisor with Wells Fargo Advisors Financial Network, LLC. He has been in the industry since 1993 and currently holds registrations in 18 states for both securities and investment advisory services. Nalle's experience spans multiple firms, including Donaldson, Lufkin & Jenrette Securities Corporation, Philadelphia Investors, LTD., Credit Suisse Securities (USA) LLC, and Wells Fargo Clearing Services, LLC. He has a broad range of experience working with individuals, families, corporations, charitable organizations, and pension plans. Nalle offers a variety of financial services, including investment advisory, portfolio management, and financial planning.
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.
1
2
PA
01/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (Conshohocken PA)
PA
01/07/2016 - 01/16/2024
WELLS FARGO CLEARING SERVICES, LLC (CONSHOHOCKEN PA)
PA
01/17/2003 - 02/02/2016
CREDIT SUISSE SECURITIES (USA) LLC (WEST CONSHOHOCKEN PA)
NJ
11/28/1995 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
PA
10/14/1991 - 01/03/1994
PHILADELPHIA INVESTORS, LTD. (PHILADELPHIA PA)
IA
Issued 07/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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