Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Overkamp is a financial advisor who has been in the industry for over 23 years. Alexander currently works for Fiscal Wisdom Wealth Management LLC and is a Registered Representative and Investment Advisor Representative in Arizona, Connecticut and Nevada. Alexander has experience with a variety of firms including LPL Financial LLC, Cambridge Investment Research, Inc. and Lantern Investments, Inc. Alexander holds the Series 7, 6, 62, and 63 securities licenses as well as the Series 65 investment advisor license. Alexander is also a board member for Mary Wade Senior Housing.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitor to other ia's
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CT
11/17/2023 - Present
Fiscal Wisdom Wealth Management LLC (Thomaston CT)
CT
11/13/2017 - 10/27/2022
LPL FINANCIAL LLC (SEYMOUR CT)
CT
01/04/2016 - 10/26/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (MILFORD CT)
NY
07/15/2014 - 12/24/2015
LANTERN INVESTMENTS, INC. (MELVILLE NY)
CT
01/15/2013 - 06/16/2014
TRIAD ADVISORS, INC. (DANBURY CT)
VA
01/29/2008 - 11/30/2012
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MA
01/01/2002 - 04/11/2005
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
03/02/2000 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
BC
Issued 02/25/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2016
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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